The portfolio management team has extensive experience with institutional investor mandates and has one of the longest track records in the nation in the covered call space. The portfolio management team consists of John Pearce, Stefan ten Brink and Craig Van Hulzen. Mr. Pearce and Mr. ten Brink have spent their careers in fundamental equity analytics, while Mr. Van Hulzen has spent his career working with options and specifically building and managing covered call portfolios. Mr. Van Hulzen is the founder of Van Hulzen Asset Management (VAM), which also has a wealth management business. Prior to joining VAM, Mr. Pearce was an investment banker in New York and Mr. ten Brink was an institutional portfolio manager in Amsterdam. Both managers moved their families to Northern California to join the Firm.
John R. Pearce, Managing Director & President of the Sub-Advisory Business
Mr. Pearce heads up the Sub-Advisory business of Van Hulzen Asset Management (VAM). He is the Founder & President of Iron Horse Partners, a joint venture with VAM created specifically to manage and grow the Firm’s sub-advisory business.
Prior to joining VAM, Mr. Pearce was a Director in the Investment Banking division of Credit Suisse Securities. Prior to Credit Suisse, he was an equity analyst at HOLT and a CPA with Arthur Andersen. Mr. Pearce holds a B.A. in Economics from the University of Virginia and a M.S. in Accounting from the College of Charleston.
Stefan ten Brink, Managing Director & COO of the Sub-Advisory Business
Mr. ten Brink is a partner and COO of Iron Horse Partners. He joined the VAM in January 2011 from Petercam Asset Management in Amsterdam. He has 19 years of investment advisory experience, having co-managed the Ahold Pension Fund prior to joining Petercam. He has 12+ years experience with the Credit Suisse HOLT framework.
Mr. ten Brink holds a degree in Logistics & Economics from Arnhem Business School and an MBA from Nijmegen University. Stefan is a Certified European Financial Analyst (CEFA).
Craig Van Hulzen, Founder of Van Hulzen Asset Management & CIO of the Sub-Advisory Business
Mr. Van Hulzen started Van Hulzen Asset Management (VAM) in 1998. He is also a partner and CIO of Iron Horse Partners, where he oversees the equity and covered call investment process.
Mr. Van Hulzen is a former risk management consultant and expert witness for numerous state pensions.
Mr. Van Hulzen holds a B.A. in Business Finance from Point Loma Nazarene University.
Rhett Beal, Trader and Research Analyst
Rhett Beal has worked at Van Hulzen Asset Management since July of 2012.
Brett provides fundamental research support for Iron Horse Partners and helps trade the firm’s equity portfolios.
He holds a B.S. in Accounting from Point Loma Nazarene University.
Brenda Steward, Client Services Associate
Brenda Steward joined team in 2015 and serves in the role of client services associate, supporting the marketing support and operational needs of the team.
Prior to joining the team, Brenda worked as a Business Development Manager in the mortgage industry.