Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:In the Midwest, a Fund Firm Adds Two Employee-Owners, And ... Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, March 25, 2020

In the Midwest, a Fund Firm Adds Two Employee-Owners, And ...

Reported by InvestmentWires Staff, 

At a Midwestern mutual fund firm with $10.4 billion in AUM, a pair of employees are becoming shareholders, and another pair of employee-owners are upping their stakes.

Amphaphone Mar
Jensen Investment Management
Director of Client Services
Jensen Investment Management [profile], a firm 100-percent owned by employees, recently added Amphaphone Mar and Philomena Ferree as shareholders in the Lake Oswego, Oregon-based firm. Additionally, current shareholders Rama Balasubramanian and Keith Reiland have increased their ownership stakes in the firm.

Rob McIver, managing director at Jensen, states that "both Amphaphone and Philomena have played key roles in the evolution of client service at the firm. The contributions that they have made and continue to make are paramount to maintaining the deep client relationships that serve as a cornerstone for our business."

Mar joined Jensen in 2015 as an RFP and client reporting associate, and now serves as the director of client services since January of 2019. Ferree joined Jensen in 2017 and has since been serving as a manager of private client accounts.

"The strength of our firm is based on an unwavering commitment to investing in both quality businesses and quality people. We are very pleased that Amphaphone and Philomena have committed to align their long-term interests with Jensen," Jensen managing director Eric Schoenstein states.

Shareholder Balasubramanian joined Jensen in 2018 and has since been serving as the director of information systems. Reiland joined the firm in 2015 and has since been managing the private client team, working closely with clients to develop financial plans.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use