JKMilne Asset Management creates value for institutional clients through applied attention, provided by a tightly woven team of accomplished listeners, direct communicators, expert investment innovators, and rapid custom solution providers.
While the industry is overwhelmingly dominated by large corporate entities whose resources are widely spread among a great many non-investment functions, as owners, the JKMilne shareholders are deeply committed to actively applying a more direct approach to the management of individual portfolios.
The proposition is simple. It is that we must create a reason to do business with us. There are those that have entrusted us based on our reputation, ability to maintain a culture of shared success, and the ability to execute complex solutions for clients with purpose, mission, and vision.
John K. Milne,
Chief Executive Officer & Chief Investment Officer
John is the Chief Executive Officer and Chief Investment Officer at JKMAM. John has 41 years of investment management experience, having served most recently as President and Chief Investment Officer of Mellon Bond Associates LLP, a $91 billion diversified investment management company. Prior to Mellon Bond, John was a senior Portfolio Manager with the Grumman Corporation Pension Fund and an Officer with Marine Midland/HSBC Personal Trust Operation. John serves as an Investment Board Trustee for Misericordia College. He also serves on the Advisory Board of NuVentive, a software development company. John holds a BA in Economics and Chemistry from Hartwick College and an MA in Economics from the University of Georgia Terry School of Business.
Jason Klein, *CFA®
Senior Portfolio Manager
Jason is a Senior Portfolio Manager for JKMilne Asset Management. Jason is primarily responsible for contributing to the formulation and execution of portfolio strategy while maintaining compliance with client policy and regulatory agencies. Prior to this role, Jason was the Chief Investment Officer within the Treasury department of F.N.B. Corporation. Prior to F.N.B. Corporation, Jason was a Senior Portfolio Manager at Standish where he managed short duration strategies within the Active Core division.
Jason has an MBA from the University of Pittsburgh and a BS from the Indiana University of Pennsylvania. He holds the CFA® designation* and has 21 years of investment experience.
Chief Compliance Officer
Laurel is a Chief Compliance Officer for JKMilne Asset Management supporting compliance, regulatory requirements, and client service in accordance with the Investment Advisor Act of 1940. She is responsible for internal processes, policies and procedures, and training across the company. Laurel is a graduate of The Hill School and holds a BA in Politics and International Relations from Scripps College in Claremont, California.