Christian Cameron Bertelsen
Chief Investment Officer at Advisors Excel LLC
Profile
Christian Cameron Bertelsen is the founder of Aviance Capital Management LLC, which was founded in 2006.
He held the title of President & Chief Investment Officer from 2006 to 2019.
Currently, he is a Member of The Boston Security Analysts Society, Inc. and Chief Investment Officer-Global Financial Private at Advisors Excel LLC.
His former positions include Director of the Value Equity at Virtus Investment Advisers, Inc., Managing Director at FA Asset Management, Inc., Principal at State Street Bank & Trust Co., Senior Vice President at Eagle Asset Management, Inc., Chief Investment Officer at Small Cap Value Fund, Inc., Principal at QS Batterymarch Financial Management, Inc., Head-Equity Investment at Colonial Advisory Services, Inc., and Chief Investment Officer at Global Financial Private Capital, Inc. Mr. Bertelsen received his undergraduate degree and MBA from Boston University.
Christian Cameron Bertelsen active positions
| Companies | Position | Start |
|---|---|---|
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Advisors Excel LLC
 Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Chief Investment Officer | - |
Former positions of Christian Cameron Bertelsen
| Companies | Position | End |
|---|---|---|
Aviance Capital Management LLC
 Aviance Capital Management LLC Investment ManagersFinance Founded in 2006 by Christian Bertelsen, Gary Dvorchak, Michael Dixon and Edward Bertelsen, Aviance Capital Management LLC is a registered, institutional investment advisor located in Sarasota, Florida. The firm's clients generally include investment companies, trusts, estates, and charitable organizations. | Founder | 2019-05-27 |
| Colonial Advisory Services, Inc. | Chief Investment Officer | - |
| Small Cap Value Fund, Inc. | Chief Investment Officer | - |
Global Financial Private Capital, Inc.
 Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Chief Investment Officer | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Training of Christian Cameron Bertelsen
| Boston University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Finance |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
| Small Cap Value Fund, Inc. | Miscellaneous |
Aviance Capital Management LLC
Aviance Capital Management LLC Investment ManagersFinance Founded in 2006 by Christian Bertelsen, Gary Dvorchak, Michael Dixon and Edward Bertelsen, Aviance Capital Management LLC is a registered, institutional investment advisor located in Sarasota, Florida. The firm's clients generally include investment companies, trusts, estates, and charitable organizations. | Finance |
QS Batterymarch Financial Management, Inc.
 QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Finance |
FA Asset Management, Inc.
 FA Asset Management, Inc. Investment ManagersFinance FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals. | Finance |
| Colonial Advisory Services, Inc. | Finance |
| The Boston Security Analysts Society, Inc. | |
Global Financial Private Capital, Inc.
Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
Advisors Excel LLC
Advisors Excel LLC Insurance Brokers/ServicesFinance Advisors Excel LLC provides insurance marketing services. It provides access to proprietary products, unparalleled training, proven marketing and lead generation support. The company was founded in 2005 by Cody Foster, David Callanan and Derek Thompson and is headquartered in Topeka, KS. | Finance |
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