Jason Williams

       Chief Executive Officer

With over 17 years if capital market experience with trading, sales, and fixed income markets, Jason excels at managing funds for clients in a collaborative and understanding way.

Masters of Business Administration, 2003
Whittemore School of Business and Economics
University of New Hampshire, Manchester, NH

B.A. in Political Science, Minor in Economics, 1999
Brigham Young University, Provo, UT

 

Andy Robbins

       Chief Operating Officer

Andy oversees client relations, reviews all trading activity, and manages regulatory requirements for clients accounts. Andy has 16 years experience managing fixed-income portfolios.

Masters of Business Administration, 2008
Marriott School of Management
Brigham Young University, Provo, UT

B.S. in Finance, 2001
Brigham Young University, Provo, UT

 

Jordan Hansen

     Chief Investment Officer

Jordan is responsible for managing and trading securities in the bond market for client accounts. Jordan has over a decade of fixed-income experience with an emphasis in short-term municipal and corporate securities.

Masters of Business Administration, 2011
Gore School of Business
Westminster College, Salt Lake City, UT

B.S. in Finance, 2005
University of Utah, Salt Lake City, UT

 

Ben Sehy

         Portfolio Manager

Ben oversees sales and business development. Ben has over 8 years of experience in fixed income trading, both in the broker/dealer industry and in investment advisory services.

Masters of Business Administration, 2012
David Eccles School of Business

University of Utah, Salt Lake City, UTB.S. in Finance, 2006
Westminster College, Salt Lake City, UT

 

Dawn Dachenhausen

         Portfolio Manager

Dawn oversees client relations and implements portfolio construction on behalf of clients. Dawn has over 15 years experience in the investment advisory industry most recently working with municipal clients as an advisor with a state retirement system. She is currently in the Master of Finance program at the University of Utah.

B.S. in Business with emphasis in Finance, 1996
Brigham Young University, Provo, UT