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

         Managing Director

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