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Jeff Ream, CFP®

Vice President
Portfolio Manager


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

  • Member, Financial Planning Association of Kansas City
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