![Korey Matthew Bauer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Companies | Position | End |
|---|---|---|
Foothill Capital Management LLC
 Foothill Capital Management LLC Investment ManagersFinance Foothill purchases or sells security to their clients through different methods of analysis such as fundamental analysis, technical analysis, and cyclical analysis. Their overall investment strategy is to manage accounts to protect and grow the client’s assets. The firm employs a conservative tactical asset allocation investment strategy to manage client portfolios. | Founder | 01/08/2022 |
AXS Investments LLC
 AXS Investments LLC Investment ManagersFinance AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Portfolio Manager-Equities | 01/08/2022 |
Bauer Capital Management LLC
 Bauer Capital Management LLC Investment ManagersFinance Provides investment advice | Chief Executive Officer | 01/12/2018 |
Castle Financial & Retirement Planning Associates, Inc.
 Castle Financial & Retirement Planning Associates, Inc. Investment ManagersFinance Castle Financial takes a risk-averse approach to wealth management by employing a tactical investment strategy to potentially make money in both up and down markets. The firm believes that Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing is essentially a risk mitigator and growth generator. | Analyst-Equity | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 5 |
|---|---|
Marist College
 Marist College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Castle Financial & Retirement Planning Associates, Inc.
Castle Financial & Retirement Planning Associates, Inc. Investment ManagersFinance Castle Financial takes a risk-averse approach to wealth management by employing a tactical investment strategy to potentially make money in both up and down markets. The firm believes that Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing is essentially a risk mitigator and growth generator. | Finance |
Bauer Capital Management LLC
Bauer Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Foothill Capital Management LLC
Foothill Capital Management LLC Investment ManagersFinance Foothill purchases or sells security to their clients through different methods of analysis such as fundamental analysis, technical analysis, and cyclical analysis. Their overall investment strategy is to manage accounts to protect and grow the client’s assets. The firm employs a conservative tactical asset allocation investment strategy to manage client portfolios. | Finance |
AXS Investments LLC
AXS Investments LLC Investment ManagersFinance 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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