676 E. Swedesford Road
Suite 130
Wayne, PA 19807
Google Maps
Contact
Main Phone: 484-580-8086
Web Site:
http://www.schoonerfunds.com
Mutual Fund Brand(s)
Schooner Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Schooner Investment Group is a relatively fresh entrant into the mutual fund world and retail investing in general. Founded in 1995, the Radnor, Pennsylvania-based RIA caters to banks and other institutional managers, as well as high net worth individuals. Then in 2008, Schooner launched the Schooner Fund, PMed by Schooner president and chief investment officer Greg Levinson.
Schooner, part of U.S. Bancorp's Trust for Professional Managers fund series, carries load-based A shares and trail-based C shares.
Levinson hails from the hedge fund world. He led global convertible and equity-linked trading for one fund and he founded an equity-linked market neutral manager, Polaris Advisors, after working at BNP.
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Sponsored Opportunities
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Key People:
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Gregory Levinson
President, Chief Investment Officer, Schooner Investment Group | Jeremy Mccann
Chief Operating Officer, Schooner Investment Group | John Kelly
Managing Director of Private Client Group, Schooner | Tony Fusco
Managing Director, Senior Trader, Schooner Investment Group | Brian McCabe
Senior Vice President, External Distribution - Mid West, Schooner Investment Group | John Tenofsky
SVP, External Distribution , Schooner | Morgan Avitabile
SVP, External Distribution , Schooner | Nick Orsi
SVP, External Distribution , Schooner | Robert Hardin
SVP, External Distribution , Schooner | Russell Williams
SVP, External Distribution , Schooner | Brian Chen
Director of Research, Schooner Investment Group | Janielle Lucas
National Relationship Manager, Schooner Investment Group |
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