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

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

Rating:Jensen’s Distro Head Retires Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, February 23, 2017

Jensen’s Distro Head Retires

News summary by MFWire's editors

Dave Mertens, managing director of sales, marketing, and client services at Jensen Investment Management, will retire at the end of the month.

Dave Mertens
Jensen Investment Management
Managing Director
No one will be directly filling his role. Instead, his responsibilities will be divided between: Richard Clark, director of sales and marketing;Kim Foley, director of institutional services; and Linsey Owens, director of marketing.

Once Mertens leaves his post, they will report to Rob McGiver, a managing director and PM on Jensen's investment team.

Clark, Owens, and Foley have a combined 35 years of Jensen tenure between them. Clark has been with Jensen for 16 years and previously worked as a financial advisor at Morgan Stanley; Foley has been with the firm for seven years and previously held positions at Capital Group and Dimensional; Owens has been at Jensen for 13 years.

Mertens, 56, has been with the firm for fourteen years. He previously held positions at Berger Financial, Invesco, and Allmerica Financial.

Mertens plans to stay active in the industry post-retirement—he’ll serve as fund director and independent trustee for a series of funds sponsored by US Bank. US Bank has been serving the Jensen Quality Growth Fund in various capacities since 1992.

“That’s been an interest of mine for a while,” Mertens tells MFWire.

Outside the industry, Mertens will continue to serve as a member of the foundation board and chair of the investment committee for a local hospital system in the Portland, Oregon area. He’s also active with Reading Results, a literacy program focused on improving reading skills in early elementary school students.

Mertens is currently based in Portland, but post-retirement, he and his wife, Jill, will split their time between Portland and Vail, Colorado. 

Edited by: Katy Golvala


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




©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