Jay Brian Kaun
Profile
Mr. Jay B.
Kaun is Executive Vice President at Pennant Management, Inc.
Mr. Kaun joined Pennant Management in 2002.
Previously, he served as the Chief Financial Officer of a fastgrowing, Wisconsin-based bank holding company.
He spent several years in the public accounting and financial services sector and possesses significant knowledge and experience regarding the regulatory requirements of the financial services industry.
He serves as a Senior Vice President and Treasurer for two affiliate companies, GreatBanc Trust Company and Salem Trust Company.
He also serves as Treasurer for U.S.
Fiduciary Services, Inc., the holding company owning all affiliate companies.
Mr. Kaun is a Certified Public Accountant and holds a Bachelor of Science degree in Accounting, a Master of Arts degree in Economics, and a Master of Business Administration degree, all from Marquette University.
Former positions of Jay Brian Kaun
| Companies | Position | End |
|---|---|---|
Pennant Management, Inc.
 Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Chief Operating Officer | 19/11/2009 |
Training of Jay Brian Kaun
| Marquette University | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Founded in 1992 by Mark Elste, Pennant Management, Inc. is a registered investment advisor located in Milwaukee, Wisconsin with an additional office in Oakbrook, Illinois. The firm is a subsidiary of U.S. Fiduciary Services, Inc. They manage investment portfolios for individuals, as well as, insurance companies, community banks, healthcare organizations, governmental units, employee benefit trusts and other organizations. Pennant Management is the sub-advisor to the Accessor Limited Duration U.S. Government Fund (ticker ALTDX) and the Accessor Total Return Fund. | Finance |
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