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MFWire: Schooner Funds
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Schooner Investment Group LLC
676 E. Swedesford Road
Suite 130
Wayne, PA  19807
Google Maps

Main Phone: 484-580-8086
Web Site: http://www.schoonerfunds.com

Mutual Fund Brand(s)
Schooner Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Schooner Investment Group LLC
    Published On Story Headline Publication
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
    2/15/2013 Stork and Reaper for the Week of February 11, 2013 MFWire.com
    2/28/2012 A Second Schooner Fund Sets Sail MFWire.com
    12/15/2011 Schooner Mulls Institutional Shares, New Alt Funds MFWire.com
    9/1/2011 Schooner Acquires a Mutual Fund MFWire.com
    4/4/2011 The WSJ Takes Notice of Funds' Options Strategies MFWire.com
    7/14/2009 Schooner Casts its Net into the Wholesaler Pool MFWire.com
    8/29/2007 Conduits Transmit Stock Loss to State Street MFWire.com
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