In the Midwest, a Fund Firm Adds Two Employee-Owners, And ...
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Wednesday, March 25, 2020

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

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.

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