Jeffrey Casper
Pewaukee,WI
Summary
Experienced investment advisor recognized for strong analytical skills and client interfacing. Delivered comprehensive investment reviews and facilitated discussions with plan sponsors, contributing to optimal portfolio performance and client satisfaction.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Investment Solutions Consultant
Voya Financial
01.2025 - Current
- Act as a 3(21) investment fiduciary on more than 60 plans with more than $4B in assets.
- Conducted over 100 annual investment reviews with plan sponsors, evaluating current options and discussing macro-economic trends and potential alternatives.
- Delivered economic and investment updates to large state and corporate retirement plans, enhancing decision-making and investment strategies.
- Coordinated with investment management group and relationship manager team to discuss proprietary investment products, strengthening relationships with current plan sponsors.
Senior Institutional Portfolio Director
OneAmerica
01.2016 - 12.2024
- Acted as a 3(21) investment advisor for 60+ plans, overseeing assets exceeding $4B.
- Moderated quarterly conference calls with economists for plan sponsors, facilitating informed discussions on investment strategies.
- Presented economic and investment updates at internal seminars and client conferences.
- Developed training program for relationship managers to enhance investment review presentations to plan sponsors.
- Created a template used to review the different share classes of various investments.
Senior Client Portfolio Manager
BMO Global Asset Management
07.2011 - 12.2015
- Managed $250M across 25 defined benefit plans and foundation/endowment portfolios, ensuring alignment with investment objectives.
- Advised on 100+ defined contribution plans, enhancing investment monitoring and selection processes.
- Contributed to the asset allocation committee that managed several risk-based asset allocation portfolios.
- Led quarterly economic discussions with plan participants, facilitating informed decision-making in defined contribution plans.
Education
Master of Science - Finance
University of Wisconsin-Madison
Madison, WI05-2000
BBA - Finance
University of Wisconsin
WI05-1994
Skills
- Investment strategy
- Portfolio optimization
- Due diligence
- Wealth management
- Asset allocation
- Analyzing investment opportunities
- Investment advice
- Client presentations
- Client interfacing
- Financial acumen
- Analytical thinking
- Adaptability
- Effective communication
Certification
CFA® charterholder, CFA Institute.
Series 7 – General Securities Representative Qualification Examination
Series 63 – Uniform Securities Agent State Law Examination
Timeline
Investment Solutions Consultant
Voya Financial
01.2025 - Current
Senior Institutional Portfolio Director
OneAmerica
01.2016 - 12.2024
Senior Client Portfolio Manager
BMO Global Asset Management
07.2011 - 12.2015
Master of Science - Finance
University of Wisconsin-Madison
BBA - Finance
University of Wisconsin