At McGill Junge Wealth Management, my extensive corporate background in institutional investment management and successful team building act as complementary skill sets to the credentials, insurance and planning expertise of our co-founder, Ed McGill. As an integrated boutique wealth management firm, McGill Junge Wealth Management strives to be at the center of each client’s financial path at every stage of their lives. Our comprehensive approach to financial planning identifies a client’s personal goals, develops a blueprint for achieving those goals, and implements a core strategy that ensures long-term, rewarding results. We work closely with business owners, families, and executives to navigate the unique situations and unexpected challenges they may face when planning their financial futures. Our team is equipped with the credentials, knowledge and intellectual horsepower to provide our clients with the proactive tools to help them think through each step of the process and make the best decision that aligns with their individual values - from wealth accumulation and preservation to getting comfortable with retirement and choosing the most tax-efficient ways to impact the community through a charitable legacy. If I can help you or someone you know, please contact me: 515-777-3837 or ross.junge@nm.com

While serving as the Chief Investment Officer (CIO), my responsibilities included leading, financial oversight and managing all fixed income portfolio management and research teams and activities.

As a key member of Aviva Investors North America’s (AINA) executive management team, I was responsible for leading and managing AINA’s asset management business, including its strategic investment advisory business with Aviva USA and Aviva Canada, as well as the development of Aviva Investors integrated global asset management business.Additionally, I was responsible for leading and managing Aviva Investors Canada as part of AINA’s business. I oversaw the transition of AIC’s Canadian equity portfolio management responsibilities to 3rd party external asset manager and represented AIC and the investment activities of Aviva Canada to their independent Board of Directors, Investment Committee, and Pension Committee.I developed and executed the strategy to eliminate the Aviva Investors’ previous East Coast based fixed income operation and integrated the portfolio management and research functions into Aviva Investors North America, successfully recruiting several investment professionals to join AINA’s Des Moines / Chicago investment team.I managed, recruited and developed AINA’s public portfolio management team, which was responsible for managing approximately $25 billion of assets including investment grade, high yield, securitized, and derivative asset classes.I also led the investment integration of the previous $5 billion Aviva USA insurance and asset management business following the company’s November 2007 acquisition of the AmerUs Group. I supervised the asset management transition from Aviva’s previous “outsourced/sub-advisory” model to leverage Aviva Investor’s internal asset management platform. I collaborated with other integration work streams including legal/compliance, operations, finance, accounting, and product management to facilitate the achievement of targeted acquisition synergies and cost savings.

I led and managed activities of three investment management teams: the securitized portfolio management, derivative management and the public investment grade corporate bond management teams. I also assisted in development of AmerUs Captial Management’s 3rd party high yield investment advisory services and collaborated with AmerUs Group’s product development, product management, and asset liability management teams on product pricing, rate setting, and other product management related activities.Additionally, I was responsible for managing and directing $4.5 billion of MBS, CMBS, and ABS portfolios for AmerUs affiliated clients, as well as co-managing AmerUs’ Funding Agreement, Core and Core-Plus Fixed Income portfolios.

I was responsible for actively managing approximately $3.5 billion of various mortgaged backed, commercial mortgage backed and asset backed securities portfolios for AmerUs Group affiliated insurance clients, as well as co-managing AmerUs’ $300 million Core-Fixed Income portfolio for AmerUs affiliated entities and reinsurance clients with an objective of outperforming the Lehman US Government/Credit Index.I also actively managed AmerUs’ $400 million multi asset class Core-Plus Fixed Income portfolio, including tactical asset allocation with an objective of outperforming the Lehman US Aggregate Index.With my team, I co-managed AmerUs’ $500 million Funding Agreement Portfolio, including direct responsibility for managing securitized assets and interest rate hedging, while assisting in asset allocation and asset liability management activities. I led the integration of portfolio management activities associated with the $2.5 billion acquisition of Indianapolis Life and Annuity and actively collaborated with other work streams of the integration project to facilitate the on-boarding of asset portfolios while achieving targeted acquisition synergies and cost savings.

I was responsible for managing and directing asset allocation for Aegon’s $1.4 billion multi asset class Bank Owned Life Insurance/Corporate Owned Life Insurance (“BOLI/COLI”) portfolios. I assisted in the development and pricing of a synthetic floating rate asset strategy, which utilized CMT and asset swaps, and was designed to meet the needs of specialized crediting rate strategies in the BOLI market.I managed a $100 billion portfolio of MBS, US treasuries, and government agencies on a total rate of return basis versus a custom Salomon MBS/Government index, and worked closely with the annuities division to help develop a short duration portfolio strategy aimed at attracting investments into the variable annuity product.I was also responsible for analyzing, trading, and monitoring $5 billion agency/non-agency collateralized mortgage obligations (CMO’s) and pass-throughs, $1.2 billion ABS, and other structured finance investments including collateralized bond obligations (CBO’s) for various Aegon affiliated accounts.

My responsibilities included analyzing, trading, and monitoring $4 billion agency/non-agency CMO’s and pass-throughs, $1 billion ABS, and $2.5 billion CMBS, as well as managing and directing the asset allocation for Aegon’s $700 million multi asset class BOLI/COLI portfolios.In this role, I interacted closely with actuaries, accountants, and insurance product management for the BOLI/COLI division on issues including asset allocation, duration management, and product development, and assisted in marketing the BOLI/COLI products by discussing Aegon’s investment process and portfolio strategy with potential clients.

My functions included analyzing and trading various Mortgage Backed Securities (MBS) including pass-throughs, agency/non-agency collateralized mortgage obligations (CMOs), Asset Backed Securities (“ABS”), and Commercial Mortgage Backed Securities (CMBS) for Aegon affiliated accounts.I also utilized analytical tools including Bloomberg, YieldBook, GAT Precision, and Impact Analytics to analyze and determine an investment’s risk/return characteristics and offer buy/sell recommendations to the portfolio manager.

As a Financial Services Counselor, my responsibilities included counseling clients with regard to investments and financial services, interviewing consumer loan applicants and analyzing personal financial statements.