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 and is a former Trustee for Hartwick College. He also serves on the Advisory Board of NuVentive, a software development company. He’s a former trustee of Lutheran Senior Life Foundation. 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.
Greg is the business strategist at JKMAM where he is a principal and shareholder. He is currently the founder and lead partner at MG Capital Advisory Group, LLC (Dallas, Texas). MG Capital is an investment bank specializing in closing complex, high value transactions. MG Capital provides investment advisory solutions in a wide variety of industries, with particular expertise in capital planning, private equity, restructuring, and corporate divestitures. Prior to MG Capital Greg founded Blackhill Partners, LLC (a restructuring advisory firm), and earlier worked as Director of CS First Boston Corporation, Vice President at UBS Securities, Inc, and Vice President of Goldman Sachs & Co. Greg holds an AB from Harvard University, an MA from Cambridge University and MBA from Stanford University. Mr. Moore is a CFA® Charter holder.
Senior Portfolio Manager
Brian is a Senior Portfolio Manager for JKMilne Asset Management. Brian is primarily responsible for the execution of portfolio strategy in compliance with client policy and regulatory agencies. He has 19 years of experience, and at his prior employment he served as an associate portfolio manager and also, as a fixed income analyst. Brian holds a BS in business administration and an MBA in finance from Duquesne University.
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.
Senior Analyst and Portfolio Manager
David is a Senior Analyst and Portfolio Manager for JKMilne Asset Management. David supports portfolio analysis, cash and position reconciliation, and is responsible for monitoring custodial relationships. David maintains the trade and consultant databases as well as assist in credit analysis, and portfolio management. He has 11 years of investment experience and holds a BS in political science from Northern Arizona University in Flagstaff, Arizona.