Jon Chadwick Essen
Director of Finance/CFO at LoCorr Fund Management LLC
Profile
Mr. Jon C.
Essen, CPA, is a Chief Financial Officer & Co-Portfolio Manager at LoCorr Fund Management LLC and a Chief Operating & Compliance Officer at Octavus Group LLC.
He has over 26 years of experience in the financial services industry.
Prior to LoCorr, he worked as Executive Vice President and Chief Financial Officer of a mezzanine finance company based in St. Paul, MN.
Prior to that, he worked at Jundt Associates from 1998 to 2002 as its Chief Financial Officer, Director of Operations and Director of Compliance.
Jundt Associates was an investment management firm, based in Minneapolis, MN, that offered its services through mutual funds, hedge funds and private accounts.
Mr. Essen also worked as a Senior Financial Analyst at Norwest Investment Services (currently Wells Fargo Investments) from 1997 to 1998, and at Voyageur Funds, an asset management company based in Minneapolis, MN, from 1994 to 1997, serving as its Reporting and Control Supervisor.
He received his undergraduate degree from the University of Mankato.
Jon Chadwick Essen active positions
| Companies | Position | Start |
|---|---|---|
LoCorr Fund Management LLC
 LoCorr Fund Management LLC Investment ManagersFinance LoCorr Fund Management LLC (LoCorr) is a registered investment advisor headquartered in Excelsior, Minnesota. The firm was founded by Kevin M. Kinzie in 2010 and is a subsidiary of Octavus Group LLC. LoCorr offers a growing family of mutual funds, and distributes numerous alternative investment products to a wide network of investment firms for investment professionals and individual investors. | Director of Finance/CFO | 2010-12-31 |
Octavus Group LLC
 Octavus Group LLC Financial ConglomeratesFinance Octavus Group LLC provides investment services. The company was founded by Kevin Michael Kinziein 2003 and is headquartered in Excelsior, MN. | Compliance Officer | 2007-12-31 |
Former positions of Jon Chadwick Essen
| Companies | Position | End |
|---|---|---|
Jundt Associates, Inc.
 Jundt Associates, Inc. Investment ManagersFinance Jundt Associates, Inc., incorporated in 1982, is a registered investment advisor. Initially, the firm managed large corporate pension plans and other tax-exempt money. In 1991, Jundt Associates created its first mutual fund, the Jundt Growth Fund. The firm now manages the Jundt family of mutual funds as well as several American Eagle funds. They are based in Minnetonka, Minnesota. | Director of Finance/CFO | 2002-12-30 |
Futures Portfolio Fund LP
 Futures Portfolio Fund LP Investment Banks/BrokersFinance Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN. | Director of Finance/CFO | - |
Training of Jon Chadwick Essen
| University of Mankato | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
 | Finance |
| Private companies | 3 |
|---|---|
Jundt Associates, Inc.
Jundt Associates, Inc. Investment ManagersFinance Jundt Associates, Inc., incorporated in 1982, is a registered investment advisor. Initially, the firm managed large corporate pension plans and other tax-exempt money. In 1991, Jundt Associates created its first mutual fund, the Jundt Growth Fund. The firm now manages the Jundt family of mutual funds as well as several American Eagle funds. They are based in Minnetonka, Minnesota. | Finance |
LoCorr Fund Management LLC
LoCorr Fund Management LLC Investment ManagersFinance LoCorr Fund Management LLC (LoCorr) is a registered investment advisor headquartered in Excelsior, Minnesota. The firm was founded by Kevin M. Kinzie in 2010 and is a subsidiary of Octavus Group LLC. LoCorr offers a growing family of mutual funds, and distributes numerous alternative investment products to a wide network of investment firms for investment professionals and individual investors. | Finance |
Octavus Group LLC
Octavus Group LLC Financial ConglomeratesFinance Octavus Group LLC provides investment services. The company was founded by Kevin Michael Kinziein 2003 and is headquartered in Excelsior, MN. | Finance |
- Stock Market
- Insiders
- Jon Chadwick Essen
