Profile
Korey Matthew Bauer was the founder of Bauer Capital Management LLC, founded in 2014, where he held the title of Managing Member & Chief Compliance Officer until 2018.
He was also the founder of Foothill Capital Management LLC, founded in 2018, where he held the title of CIO, Managing Director & Portfolio Manager until 2022.
In addition to his founding positions, Bauer held the title of Vice President & Market Technician at Castle Financial & Retirement Planning Associates, Inc. He also worked as a Portfolio Manager at AXS Investments LLC from 2020 to 2022.
Bauer received his undergraduate degree from Marist College.
Former positions of Korey Matthew Bauer
| Companies | Position | End |
|---|---|---|
Foothill Capital Management LLC
 Foothill Capital Management LLC Investment ManagersFinance Foothill Capital Management LLC (Foothill) is an independent investment manager headquartered in Fair Haven, New Jersey. The firm was founded by Max Banhazl and Korey Bauer in 2018. They are a subsidiary of Banhazl LP. Foothill provides investment advisory services to registered investment companies (mutual funds), institutional investors, individuals, and high-net worth individuals. | Founder | 2022-07-31 |
AXS Investments LLC
 AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Portfolio Manager-Equities | 2022-07-31 |
Bauer Capital Management LLC
 Bauer Capital Management LLC Investment ManagersFinance Bauer Capital Management LLC provides investment advice. The private company is based in Hazlet, NJ. The company was founded in 2014 by Korey Matthew Bauer. | Chief Executive Officer | 2018-11-30 |
Castle Financial & Retirement Planning Associates, Inc.
 Castle Financial & Retirement Planning Associates, Inc. Investment ManagersFinance Castle Financial & Retirement Planning Associates, Inc. (Castle Financial) is an independent registered investment advisor headquartered in Fair Haven, New Jersey. The firm was founded by Al Procaccino II in 1992. Castle Financial provides financial planning and consulting services as well as discretionary and non-discretionary investment advisory services to individuals, retirement plans, 401k plans, trusts and corporations. | Analyst-Equity | - |
Training of Korey Matthew Bauer
| Marist College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Castle Financial & Retirement Planning Associates, Inc.
Castle Financial & Retirement Planning Associates, Inc. Investment ManagersFinance Castle Financial & Retirement Planning Associates, Inc. (Castle Financial) is an independent registered investment advisor headquartered in Fair Haven, New Jersey. The firm was founded by Al Procaccino II in 1992. Castle Financial provides financial planning and consulting services as well as discretionary and non-discretionary investment advisory services to individuals, retirement plans, 401k plans, trusts and corporations. | Finance |
Bauer Capital Management LLC
Bauer Capital Management LLC Investment ManagersFinance Bauer Capital Management LLC provides investment advice. The private company is based in Hazlet, NJ. The company was founded in 2014 by Korey Matthew Bauer. | Finance |
Foothill Capital Management LLC
Foothill Capital Management LLC Investment ManagersFinance Foothill Capital Management LLC (Foothill) is an independent investment manager headquartered in Fair Haven, New Jersey. The firm was founded by Max Banhazl and Korey Bauer in 2018. They are a subsidiary of Banhazl LP. Foothill provides investment advisory services to registered investment companies (mutual funds), institutional investors, individuals, and high-net worth individuals. | Finance |
AXS Investments LLC
AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Finance |
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