Jonathan Wease was appointed vice president of portfolio management, where he will oversee the firm’s existing group of portfolios and provide leadership on new portfolio acquisition strategies. He brings more than 25 years of financial experience, including the last 15 years with Portfolio Financial Servicing Company. He was also with U.S. Bancorp and U.S. Bank, providing management support in accounting, tax and portfolio administration. Wease has an MBA from Marylhurst University and a bachelor’s degree in business management from Concordia University.
Brian Zeck was appointed managing director in the asset management business unit, where he will engage with RIAs across the U.S. Zeck has experience devising and executing targeted sales marketing and business development strategies to drive business growth in the financial products and services arena. He was previously executive vice president of Leader Capital Corp., a fixed-income mutual fund company, and he brings institutional experience from Barclays Global Investors and Morgan Stanley Smith Barney. He has a degree in finance from San Diego State University.