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Employee

Jack Fay, CPFIM

Senior Investment Advisor

(651) 697-8539
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As a Senior Investment Advisor with Ehlers Investment Partners, Jack works closely with other team members and investment professionals to provide analysis and investment strategy implementation for our clients. Prior to joining Ehlers Investment Partners, he worked as a Public Finance and Accounting Consultant at the City of South St Paul and prior to that as an Investment Advisor and Branch Manager for an independent financial planning firm with offices in Minnesota, Wisconsin, and Ohio. As an Investment Advisor and Branch Manager, he provided objective fee-based financial planning advice as well as supervision of three branch offices. Jack’s greatest asset to his clients is his ability to provide objective advice to suit the needs of the client, including investment strategies unique to each client relationship.

AREAS OF EXPERTISE

Portfolio Management

  • Investment advisory work with municipalities, community banks, corporations
  • Investment policy formulation
  • Asset allocation based on liquidity, safety, and yield requirements
  • Investment strategy formulation and implementation
  • Cash flow analysis

Bank Consulting

  • Cost analysis
  • Product recommendation
  • Collateralization techniques and requirements
  • Bank relationship management

Bank Investments

  • Municipal and U.S. Treasury issues
  • Brokered and local certificate of deposit markets
  • Certificate of deposit price methodology
  • Yield curve examination

Investment Policy

  • Policy analysis
  • Policy formation
  • Policy review

CERTIFICATIONS

  • Series 65
  • Certified Public Funds Investment Manager (CPFIM)

EDUCATION

  • Bachelor of Science in Training and Development, Southern Illinois University, Carbondale
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