Leadership

Peter Schiff

Founding Member

Peter began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets. He achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash.

• B.S., University of California at Berkeley

Jim Nelson, CFA

Managing Member

International Equity & Fixed Income Strategies

Chartered Financial Analyst Jim has served as Managing Member of Euro Pacific Asset Management since the firm was founded in 2009. Prior to Euro Pacific Asset Management, Jim created Euro Pacific Capital’s Registered Investment Advisory (RIA) division. Prior to joining EPC, Jim was a research analyst at Roth Capital Partners, where he gained extensive experience in analyzing the market opportunities of both domestic and foreign companies. Prior to Roth, Jim served as a Commissioned Officer in the United States Air Force, where he gained extensive experience as a Financial Controller, having directed finance and accounting activities for a number of acquisition programs, as well as Air Force installations.

• B.S., United States Air Force Academy
• M.B.A. California State University at Long Beach

Investment Team

Patrick Rien, CFA

Portfolio Manager

International Equity Strategies

Patrick joined Euro Pacific Asset Management as a Senior Research Analyst in 2010 and was named Portfolio Manager in 2012. From 2004 through 2009, Patrick was employed by Lehman Brothers and Barclays Capital where he was Vice President in the equity research department, covering the U.S. telecommunications sector.

• B.A., University of California at Davis
• M.B.A. / M.A., American University

Luke Allen, CFA

Portfolio Manager

International Equity Strategies

Luke joined Euro Pacific Asset Management in 2010 as a Senior Associate. Prior to Euro Pacific, Luke was an analyst for a private equity and commercial real estate firm, where he gained extensive underwriting and financial modeling experience. Luke began his career as a Commissioned Officer in the United States Air Force, where he acted as a financial Controller.

• B.S., United States Air Force Academy
• M.S., University of Dallas

Steve Kleckner, CAIA

Portfolio Manager

International Fixed Income Strategies

Steve joined Euro Pacific Asset Management in 2010, focusing his efforts on the International Bond Fund, as well as equity analysis. Prior to Euro Pacific, Steve was a trader at Westwood Management where he developed an extensive knowledge of global credit and money markets. Prior to Westwood, Steve worked at APS Capital in a trading capacity.

• B.A., University of Texas at Austin

Adrian Day

Portfolio Manager

Gold Strategies

Adrian Day is considered a pioneer in promoting the benefits of global investing in this country. 

Mr. Day is a recognized authority in both global and resource investing.  He is frequently interviewed by the press, domestically and abroad.  He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world.

• B.A., The London School of Economics

Advisors & Associates

Chris Pieretti, CFP®

Investment Advisor
1-866-878-2881
ext. 300

Chris joined Euro Pacific Asset Management as an investment advisor in 2020. Prior to Euro Pacific he has worked in financial planning and wealth management since 2000 for TIAA-CREF, UBS and Merrill Lynch. He holds the Certified Financial Planner™ designation, Series 7 and 66 securities licenses.

• B.A., Stockton University

Mark Ishkanian

Investment Advisor
1-866-878-2881
ext. 400

Mark Ishkanian is originally from Australia and has been in the Financial Services Industry since 2014.

He has a wide range of experience in managing portfolios and specialized in assisting his clients acquire physical bullion, precious metals equities, securities, bonds, and alternative assets before joining Euro Pacific Asset Management.

Mark holds a series 65 license.

• BCom., Macquarie University

• DFP., Kaplan

Brandon Bierk

Investment Advisor
1-866-878-2881
ext.200

Brandon is originally from Arizona and has been in the Financial Services Industry since 2019.

He became interested in finance, from his first stock trade at the age of 15 and strives to make sure financial advice isn’t complicated. He has previous experience in helping his clients acquire physical bullion, precious metal equities, foreign & domestic securities, real estate investment trusts, and bonds with his previous position as an Investment Advisor at Cetera Investors.

• B.S. Colorado State University

• Brandon holds a Series 6,7, 63, and 65 licenses.

Rafael Santiago, CFA

Research Associate

Prior to joining Euro Pacific Asset Management as an Associate in 2019, Rafael was an Investment Analyst for the Liberty Group, a hotel and real estate investment company. Rafael also worked as an Economic Analyst for Puerto Rico’s largest media company GFR Media. Rafael holds two Masters’ Degrees in Economics and Finance, with a specialization in Monetary Policy and Banking.

• B.S., University of Puerto Rico at Mayaguez

• M.S., University of Navarra

• M.S., University of Amsterdam

Compliance & Operations

Michelle Rodriguez

Operations & Compliance Manager

Bio coming soon.

Ambar Garcia

Customer Service Associate

Originally from Yauco PR, moved to NJ at a very young age. In 2002 enlisted in the Army Reserve, afterwards, went into the medical field but changed paths in 2007 when I got into the financial industry. In 2007, joined First Investors Corp. as a trade associate. By mid-2014, I was a Management Trainee, assisting the managers of the department and obtained my Series 7, 63 and 11 licenses. In 2017, I was offered a position at Pershing Advisor Solutions a BNY Mellon Company as Lead Analyst – Client Relations. For which I obtained the Series 24 and I worked closely with Compliance due to foreign regulations for international accounts, also assisted with domestic accounts, asset movement and bank custody procedures. In 2019, husband Javier, my sons Ezeckiel 10, Emmanuel 7, Kenneth 4 and I, moved to the island due to Javier’s work as an evangelist. Lastly, in 2020 became part of EPAM’s team as Customer Service Associate.

Michael Quain

Chief Compliance Officer

• Quain Compliance Consulting, LLC

Fund Services

• UMB Fund Services, Inc.

Compliance Consultant

• HND Compliance and Regulatory Services

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Euro Pacific Asset Management

Lots 81-82, Street C, Suite 204
Dorado, Puerto Rico 00646

Investment Risk

Please read about the Risks of investing in the Funds. You should carefully consider the Fund's investment objectives, risk, charges and expenses before investing.
To obtain a prospectus or summary prospectus that contains this and other information about the Funds, please Click Here or call 1-866-878-2881. Please read the prospectus carefully before investing. Euro Pacific Asset Management Funds are distributed by IMST Distributors LLC.
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