Tom Jacobs Email & Phone Number

Overland Park, Ks

• Portfolio Implementation (1997-present)o Manage portfolio implementation team that supports the entire investment division o Manage events throughout the client’s life cycle such as cash flows, transitions, and account openings and closings to minimize the distraction to portfolio managerso Create and execute program trades on behalf of portfolio managerso Monitor cash levels and status of open orders to avoid overdrafts and minimize cash drago Help execute more complex portfolio reconstructions and transformations• UMA/Model Delivery (2019-present)o Created and manage the UMA model delivery team o React to portfolio managers actions to trigger the appropriate model updates to external systems and parties as appropriateo Oversee the daily reconciliation of outsourced model delivery vendor’s stored models vs. internal portfolioso Coordinate with operations on the determination and communication of model adjustments due to corporate actions• Portfolio Administrator of the Global Research Fund (2019-present)o Act as liaison between Director of Research, the equity analysts who are the primary portfolio decision makers, and the trading roomo Approve proposed trades from the equity analysts to ensure they don’t violate established portfolio construction ruleso Create orders at the direction of the analysts and ensure that they will be executed without overdrafting the portfolio or create cash drago Monitor and consult with the analysts on corporate actionso Execute quarterly rebalance of the portfolio to get it back to sector neutral with the benchmark• Performance Analysis and Analytics (1997-2018)o Managed company’s performance analysis group, which is responsible for portfolio performance; attribution; GIPS® composites; and performance analytics reporting to internal groupso Organized and led three performance system implementations as well as the company’s efforts to claim initial compliance with the GIPS® standards