Kevin Jestice, Cfa, Cipm Email and Phone Number
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It’s truly an honor to lead Nationwide Financial’s Investment Management Group (IMG), an $75 billion investment advisor with a range of products distributed through financial intermediary channels, retirement products, variable annuity and life menus. This team is a manager of managers, partnering with more than 30 sub-advisors across 150 funds including mutual funds, ETFs and CITs. Serving in this role since February 2023, I’m responsible for setting the investment strategy and delivering investment results of the IMG portfolio, overseeing all IMG operations including product/business development, fund operations and investments. I also serve as President & CEO, Nationwide Funds, reporting to the Chairman and Funds Board of Trustees.My broad experiences in financial services include investment management, sales, client services and technology where I’ve especially enjoyed the chance to demonstrate and encourage strong, empowering leadership and drive results. Prior to joining Nationwide, a Fortune 100 company based in Columbus, Ohio, in 2020, I was with Vanguard for more than 13 years, most recently serving as Principal, Head of Enterprise Advice, where I built a new sub-division focused on improving outcomes for individual investors through advice and education. During my tenure there, I also served as Principal, Head of Institutional Investor Services, which allowed me to lead a 250+-member team of investment professionals, relationship managers and operations professionals to serve Vanguard’s institutional asset management clients. Additional Vanguard highlights include leading the outsourced chief investment office business, serving on the Investment Policy and Strategic Asset Allocation committees and transforming Vanguard’s consultant sales model.I earned an MBA with honors from the Wharton School of the University of Pennsylvania and Honors BA degrees in Finance and Management, magna cum laude, from Loras College in Dubuque, Iowa. I hold FINRA Series 6, 26 and 63 licenses, in addition to these professional accreditations / certifications: Chartered Financial Analyst (CFA) charterholder, Certificate in Investment Performance Measurement (CIPM) and an Executive Certificate in Technology, Operations and Value Chain Management from MIT Sloan. I’m also a member of the CFA Institute, the CIPM Association and the CFA Society of Columbus.
Nationwide
View- Website:
- nationwidefinancial.com
- Employees:
- 10
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Svp, Head Of Investment Management GroupNationwide 2023 - PresentUsResponsible for setting the investment strategy and delivering investment results of the IMG portfolio, overseeing all IMG operations including product/business development, fund operations and investments. Also serves as President & CEO, Nationwide Funds, reporting to the Chairman and Funds Board of Trustees.
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Vp, Internal Sales & ServiceNationwide 2020 - 2023UsResponsible for providing vision, direction, and leadership to the Internal Sales & Services organization within Nationwide Financial. Responsible for the performance of associates who deliver the service experience for members, partners, and field associates. Responsible for building the long-term service strategy supporting NF strategies, development of business processes that employ effective use of technology, continuous improvement, and support brand tenets, relationship management with distribution networks and internal Nationwide business partners, management of operations performance metrics, expense management/budget oversight, and associate development and training.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.
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Principal, Head Of Enterprise AdviceVanguard 2017 - 2020Valley Forge, Pa, UsOne of Vanguard's strategic initiatives, uniquely setup to blend business, IT and product management into a cohesive, dynamic organization, its mission is to be the Vanguard of advice by improving outcomes for all individual investors through access to superior, trusted advice and perspectives.Reporting to Vanguard’s Chief Information Officer (CIO), accelerated Vanguard’s growth by leading the strategy, build, and execution of a new sub-division to drive growth into advice markets: Budget responsibility of $100MM+ in 2019, and direct accountability to Vanguard’s Executive Committee and Board of Directors.Chair, Vanguard’s Investment Policy Committee with oversight of the Firm’s advice methodology, and Member of the Board of Directors for Vanguard Marketing Corp., Vanguard National Trust Company, and Vanguard Advisors Inc. -
Principal, Head Of Institutional Investor ServicesVanguard 2014 - 2017Valley Forge, Pa, UsLed a team of 250+ investment professionals, relationship managers, and operations professionals to serve Vanguard’s institutional asset management clients, including defined contribution (DC), defined benefit (DB), corporate assets, endowment, foundation, and outsourced chief investment office (OCIO). Grew AUM to $650B+ from ~$500B through 3 years of record net cash flows, significantly improved client net promoter scores (NPS) across segments, and improved P&L operating margin. Served as Member of Vanguard’s Investment Policy and Strategic Asset Allocation committees.
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Principal, Head Of Institutional Advisory ServicesVanguard 2013 - 2014Valley Forge, Pa, UsLed Vanguard’s outsourced chief investment office (OCIO) business, including the investment professionals, relationship managers, and back office operations. Drove rapid market share growth in subsequent years by re-designing the business and positioning it for growth: formalized the offer, developed and implemented a client growth strategy, recruited internal and external investment talent, and invested in enhanced operational controls and back office technology.
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Head Of Consultant RelationsVanguard 2012 - 2013Valley Forge, Pa, UsDrove substantial institutional sales improvements by leading a transformation of the consultant sales team. Redefined the consultant sales strategy, including product prioritization, territories, coverage model, enhanced the talent of the team, and implemented data-driven accountability metrics. Further improved ongoing sales by influencing the organization to proactively embrace the consultant distribution opportunity.
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Senior Manager, Corporate StrategyVanguard 2010 - 2012Valley Forge, Pa, UsAchieved business unit objectives by collaborating with senior management in the planning, development, and execution of short and long-range goals, including operational plans. Key initiatives included Vanguard’s target date fund distribution strategy, DC recordkeeping strategy, institutional asset management growth strategy, benchmark index provider strategy, long-term corporate financial planning strategy, cost of capital analysis, and competitor analyses.
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Senior Investment Analyst, Portfolio ReviewVanguard 2008 - 2010Valley Forge, Pa, UsConducted due diligence evaluations for Vanguard’s Executive Committee and Board of Directors. Evaluated several external sub-advisors, including equity and fixed income portfolios totaling $107B+ in assets. Identified and researched prospective external managers for Vanguard’s international and global equity funds, representing $28B+ in existing assets, and identified managers for new fund launches. Provided investment consulting services for Vanguard’s institutional clients, including investment plan reviews, Vanguard fund analyses, and market and economic overviews
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Senior Investment Consultant, Institutional Advisory ServicesVanguard 2007 - 2008Valley Forge, Pa, UsManaged advisory relationships for DB pension plans and non-profit entities, including investment policy reviews, asset allocation modeling, fund selection, and periodic investment reviews. Drove lowered costs and a more scalable solution by leading a performance reporting initiative responsible for the review of current capabilities, development of a future state technology, evaluation of vendors, and theimplementation of an upgrade.
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-Ennis Knupp & Associates 2002 - 2007UsManaged consulting assignments, including corporate DC and DB plans, multi-billion-dollar public DB plans, and health care entities. Prepared/presented quarterly client reports, manager searches, asset/liability and asset allocation studies, and investment policy reviews. Led team of 20 performance analysts that calculated returns and produced quarterly performance reports for 150+ retainer clients. Recruited/trained team members, drove employee performance improvements through a newly-created review and feedback process and managed Firm’s various data vendor relationships. Conducted due diligence evaluations of investment managers, including public and private asset classes, and recommended managers and strategies to institutional investors. Drove scale benefits, lowered operating costs and significantly improved the client experience by implementing a new, firm-wide investment performance-reporting technology platform. Provided thought leadership to clients: Authored a research paper ("ETFS: Effective Tools for Fiduciaries") and co-authored another research paper ("Company Securities in Qualified Retirement Plans: Not Worth the Trouble").
Kevin Jestice, Cfa, Cipm Skills
Kevin Jestice, Cfa, Cipm Education Details
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Wharton, University Of PennsylvaniaMba With Honors -
Loras CollegeMagna Cum Laude
Frequently Asked Questions about Kevin Jestice, Cfa, Cipm
What company does Kevin Jestice, Cfa, Cipm work for?
Kevin Jestice, Cfa, Cipm works for Nationwide
What is Kevin Jestice, Cfa, Cipm's role at the current company?
Kevin Jestice, Cfa, Cipm's current role is SVP, Investment Management Group.
What is Kevin Jestice, Cfa, Cipm's email address?
Kevin Jestice, Cfa, Cipm's email address is ke****@****ard.com
What schools did Kevin Jestice, Cfa, Cipm attend?
Kevin Jestice, Cfa, Cipm attended Wharton, University Of Pennsylvania, Loras College.
What skills is Kevin Jestice, Cfa, Cipm known for?
Kevin Jestice, Cfa, Cipm has skills like Investment Management, Alternative Investments, Business Strategy, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Valuation.
Who are Kevin Jestice, Cfa, Cipm's colleagues?
Kevin Jestice, Cfa, Cipm's colleagues are Thomas Gardler, Derek Philpot, Msm, Cpfa, Derek Zirkle, Kevin Owsley, Brian Castle, Hau Doan, Dominic D’astolfo.
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