Jason Karr Clevenger
Profile
Mr. Jason K.
Clevenger, CFA, is Managing Director II & Equity Portfolio Manager at BTC Capital Management, Inc. He is responsible for small-cap equity management, security analysis, and equity strategy implementation and trading.
He was previously employed by Fintegra LLC and Assistant Vice President by Bankers Trust Co. (Des Moines, Iowa).
Mr. Clevenger received a Bachelor of Science in Finance and Marketing from Iowa State University and a Master of Financial Management degree from Drake University.
Former positions of Jason Karr Clevenger
| Companies | Position | End |
|---|---|---|
Fintegra LLC
 Fintegra LLC Investment ManagersFinance Fintegra LLC engages in the provision of investment advisory services. It offers financial planning, mutual funds, education, and estate planning services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | 31/07/2005 |
BTC Capital Management, Inc.
 BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Analyst-Equity | 29/02/2016 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Portfolio Manager-Fixed Income | - |
Training of Jason Karr Clevenger
| Iowa State University | Undergraduate Degree |
| Drake University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
BTC Capital Management, Inc.
BTC Capital Management, Inc. Investment ManagersFinance BTC Capital Management, Inc. (BTC Capital) is a registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 2003 and is owned by BTC Financial Corp. BTC Capital provides discretionary investment management services, non-discretionary investment management services, and advisory/consulting services to their clients both directly and as a sub-advisor on behalf of other entities. Their clients include individuals, trusts, retirement plans, businesses, government entities, foundations, endowments, investment companies, private funds and other institutional clients. | Finance |
Fintegra LLC
Fintegra LLC Investment ManagersFinance Fintegra LLC engages in the provision of investment advisory services. It offers financial planning, mutual funds, education, and estate planning services. The company is headquartered in Minneapolis, MN. | Finance |
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