Stefan Fencl

About Stefan Fencl

Investment strategist and leader who possesses financial markets subject matter expertise with exceptional interpersonal skills. Demonstrated ability to understand market trends, analyze economic factors and translate into meaningful strategies for clients, partners and peers. Extensive experience managing client portfolios through various market environments.Specialties: Individual and Institutional Portfolio ManagementRelationship ManagementEconomic AnalysisSecurities AnalysisInvestment Strategy

Experience

1. Founder & Chief Investment Officer

   Leep Asset Management

   Jun 2022 — Present · NC, US

   Founded the investment strategy and asset management firm, LEEP (Legacy, Education, Experience, Philanthropy.) LEEP has a singular focus to help clients grow and defend their wealth through personalized wealth management strategies designed to reduce the risk of turbulent markets and lead to more sustainable wealth. Serving clients ranging from business owners, retirees, family foundations, trusts, professionals and individual investors with varying assets and preferences.

Education

• Miami University

  Bachelor of Arts, Political Science

  1994 — 1998

Skills

• Bloomberg
• Relationship Management
• Fixed Income
• Investment Strategies
• Alternative Investments
• Asset Management
• Fx Options
• Investments
• Financial Planning
• Strategic Financial Planning
• Investment Management
• Asset Managment
• Portfolio Management
• Capital Markets
• Trading
• Cash Management
• Economics
• Venture Capital
• Securities
• Financial Services
• Asset Allocation
• Mutual Funds
• Equities