Client Service Team

Over the years Jensen has developed a unique, collaborative culture that is key to our ability to attract and retain talented, dedicated professionals. Jensen's Client Service team is committed to providing only the finest quality service for every client.

 

Richard Clark, Director - Sales & Marketing

Richard Clark, Director of Sales and Marketing

Richard Clark, Director - Sales & Marketing, joined the firm in 2001. He earned a degree in Rehabilitation Studies with an emphasis in Psychology from The University of North Texas and an MHA from The University of Mary Hardin-Baylor. Before entering the investment industry, Richard was a professional counselor. He was awarded the title of Youth Worker of the Year in the State of Texas for his work with at-risk teens. Richard began his career in the investment industry with Morgan Stanley and also worked with Merrill Lynch, spending five years as a financial advisor.

 

 

David Mertens, Principal - Sales & Marketing

David Mertens Principal Sales and Marketing David Mertens, Principal - Sales & Marketing, joined the firm in 2002. He earned a BS in Radio and Television Communications with a minor in Marketing from Ball State University. Dave has over twenty-five years industry experience, having served as Senior Vice President of Institutional Marketing with Berger Financial Group, LLC, and President of Berger Distributors, LLC. He was Regional Vice President of INVESCO Funds Group and was in sales and marketing roles with two major insurers for ten years.

 

 

 

Linsey Owens, Manager - Marketing Services

Linsey Ownes, Manager of Marketing Services

Linsey Owens, Manager - Marketing Services, joined the firm in 2004. She earned her BFA from Oregon State University in Visual Communications and Design. Linsey brings to Jensen over 10 years of professional experience in sales, marketing and client service. She has been an active member of The Professional Association for Investment Communications Resources (PAICR) since 2004.

 

 

 

Kim Foley, Manager - Client Services

Kim Foley, Manager - Client Services, joined the firm in 2010. She earned her BA from Portland State University and has over 9 years industry experience in client service, marketing and operations. She was most recently with Capital Guardian, a Capital Group Company, as an associate in their Institutional Consultant Relations group. Previously Kim was with Dimensional Fund Advisors as a Senior Associate in Institutional Services and spent a year as Client Service Manager of Dimensional Ltd., in London. Kim began her investment management career in Fund Operations at Dimensional.

The Fund is nondiversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund.

For more complete information about The Jensen Funds including investment objectives, risks, fees and expenses, please go to Prospectus, or call 800.992.4144. Read the prospectus carefully before you invest or send money.

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