A trio of employees recently gained ownership stakes in their $13.1-billion-AUM (as of December), Portland-area fund firm.
Earlier this month, Eric Schoenstein
, managing director of Jensen Investment Management
that the asset manager has added
three more employees as shareholders. More than half of the Lake Oswego, Oregon-based firm's 39 employees are now shareholders, and the firm is 100-percent employee-owned.
Jensen's three new employee shareholders are: MaryAnn Dahl
, manager of Jensen Private Client; Todd Schoen
, senior compliance officer; and Alexandria Sorosky
, manager of sales and client services.
"Alexandria, MaryAnn and Todd all epitomize the culture and values of our firm, demonstrating superior stewardship for Jensen's clients and employees alike," Schoenstein states. "We are delighted to welcome them as our newest owners."
Sorosky joined Jensen in 2018 as a sales associate and rose to manager in 2020. She previously worked with Lightstone Group, KBS Capital Markets Group, CBRE, and BBVA Compass. She is an alumna of Arizona State University's W.P. Carey School of Business.
Schoen joined Jensen in 2019 after nine years with Russell Investments. Earlier, he worked with the Washington State Department of Financial Institutions, FITS-Inc., and the Texas State Securities Board. He is an alumnus of the University of Washington and of Pacific Lutheran University's School of Business.
Dahl joined Jensen in 2018 after working with Deschutes Investment Consulting. Earlier, she worked with View Point Properties, Greycourt, and Windemere Investment Associates. She is an alumna of the University of Wyoming's College of Business.
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