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Akre Capital Management

1001 19th Street North, 7th Floor
Arlington, Virginia 22209
United States
 
Contact :      Ms. Tricia Feldmann
Phone :       703-469-1272
Fax :             703-312-9721
Email :         tfeldmann@fbr.com
Web :           http://

Akre Capital Management Information

Type of organization :
Total Assets Managed ($Mil) : $135
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1989
Wrap Programs Offered? : No
# of Accounts Managed : 85
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Akre Capital Management History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Akre Capital Management Personnel

Ms.  Melissa Ronaldson

Marketing Director
Tel : 703-312-9720
Email: mronaldson@fbr.com
Melissa Ronaldson joined ACM in 1998 as director of client services for the asset management group. Prior to joining ACM, Melissa was a planning associate with a financial planning and investment advisory firm. Melissa holds a B.A. from University of Maryland, College Park.

Ms.  Tricia Tauzin

Marketing Associate
Tel : 703-469-1272
Email: tfeldmann@fbr.com
Tricia Tauzin joined ACM in 2001. Prior to ACM Tricia worked as a Staffing Manager for Robert Half International, and as an Account Manager for an investment research company. Tricia holds a B.S. degree from Virginia Tech.

Mr.  Bart Sanders

Securities Trader
Tel : 703-469-1272
Email: bsanders@fbr.com
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Mr.  Charles T. Akre, Jr.

General Partner
Tel : 7033129720
Email: cakre@fbr.com
Portfolio manager of Braddock Partners, L.P., FBR Small Cap Value Fund and Akre Capital Management, a separate account business. Chuck has been quoted and profiled in many publications including Forbes, Fortune, Wall Street Journal, The New York Times, and The Washington Post. He has made television appearances on various networks including CNBC, Fox, CNN Financial News. Prior to forming Akre Capital Management, LLC, Chuck was a managing director of Friedman Billings Ramsey Investment Management for six years. Before joining FBR Chuck operated his own investment management firm, prior to which he was employed with NYSE member firm Johnston, Lemon & Co., where he was a Senior Vice President and Director. During his 21 years with JL Mr. Akre served as Director of Research, founder of its Asset Management business, and cofounder of its Institutional Sales Division. He holds a B.A. from American University.

Mr.  David Rainey

Portfolio Manager
Tel : 7033129720
Email: drainey@fbr.com
David joined ACM in 1998 as equity analyst and assistant portfolio manager for Braddock Partners, L.P., FBR Small Cap Value Fund and Akre Capital Management. David worked for seven years in the mortgage finance industry at Fannie Mae where he was responsible for credit risk pricing. Before taking this position at Fannie Mae, David earned his MBA, worked for three years in fixed-income asset management at Sallie Mae and in a corporate finance position with Wheat First Securities. He holds a B.S. in Commerce from University of Virginia, an MBA in Finance from Duke University and he earned his CFA in 1994.

Akre Capital Management Product Name

Report Created: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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