Our People

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.

Jeff Ream, CFP® Vice President, Portfolio Manager, Wealth Strategist

Expertise

Portfolio manager working primarily with private clients and trust account clients


Experience

Joined FCI in April 2018 after serving five years as a vice president and senior portfolio manager at U.S. Bank Private Wealth Management where he managed portfolios for individuals and trusts including investment management accounts, individual retirement accounts, personal trusts, charitable trusts and private foundations

Began investment career in 1994 at Merrill Lynch and spent 10 years as a private client portfolio manager and relationship manager at Kornitzer Capital Management


Education

BS in Business Administration, University of Kansas

Certified Financial Planner (CFP)™ Certification


Professional / Civic Affiliations

Financial Planning Association of Kansas City, Member



Our People