Jerry joined Community First Foundation’s Board of Directors in October 2011.
Jerry is a senior investment management executive with more than 40 years of investment management experience. He is currently Senior Vice President of Fixed Income and Portfolio Manager at ICON Advisers. He was previously a founder and managing partner at Essential Investment Partners, LLC, a wealth management advisor, and Quixote Capital Management, LLC, a boutique investment firm. In addition, he has worked at companies such as INVESCO Funds Group, Stein Roe & Farnham, Inc., and Century Life of America. He was recognized by Morningstar as their Fixed Income Manager of the Year.
He received his B.B.A. at the University of Iowa and M.B.A. at the University of Northern Iowa. He is a Chartered Financial Analyst.
Jerry is a former member of the Denver Health System Finance Committee, the Denver Southeast Rotary Club, the Iliff School of Theology Institutional Advancement Committee, the Lutheran Immigration and Refugee Services Investment, and the Lutheran Family Services Foundation Investment Committee.