Uncompromising Quality.

Joined the firm in 2012. Gabe has worked in compliance since 2005. Most recently, Gabe served as senior compliance officer for Fifth Third Asset Management, Inc. Prior to FTAM, Gabe worked as an associate compliance attorney and then CCO of CinFin Capital Management. Contemporaneous with those positions, Gabe acted as staff counsel for the Cincinnati Insurance Company. Gabe began his legal career in private practice as a trial attorney. He received his BA from Indiana University and his JD from the Ohio State University College of Law.

Joined the firm in 2004. Along with his portfolio management responsibilities, Rob also serves as Jensen’s president and as a director of the Jensen Quality Growth Fund. For three years prior to joining Jensen, he was located in British Columbia, Canada where he managed two private companies. Rob has 29 years of experience in the banking and investment businesses, including 10 years with Schroder Investment Management in London. He also served as chief investment officer, Latin America for the Miami, Florida-based Schroder & Co. Trust Bank. Rob received a BA (joint honors) from the University of Nottingham.

Joined the firm in 2018. Rama earned his bachelor’s degree in computer science from Mumbai University in India, his MBA degree from the Zicklin School of Business (CUNY) in New York City, and his MS in technology management from Columbia University. He has over 20 years of experience in information technology, information security, project management and technology governance. Prior to joining Jensen, Rama worked with Columbia Investment Management Company, Columbia University, Citibank Retail Banking Group and Wealth Management Groups, Solomon Smith Barney, and AXA Financial, in a range of technology leadership, application development, project management, IT security, and consultative roles. Outside of work, Rama likes to cook, run long distances, and spend time with his family.

Joined the firm in 2022. Phil is responsible for Jensen’s institutional relationships. Phil joined Jensen from Thornburg Investment Management where he spent four years as a regional director in the firm’s institutional group. Prior to that, he spent four years at Mellon Capital Management where he was the head of global consultant relations. He has also worked for Grantham Mayo Van Otterloo, Causeway Capital Management, and EnnisKnupp and Associates, which is now part of Aon. Phil holds a BA from Michigan State University and an MBA from DePaul University.

Joined the firm in 2001. Richard is responsible for sales and client service for adviser and intermediary channels. He began his career in the investment industry with Morgan Stanley and also worked with Merrill Lynch, spending three years as a financial adviser. 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. 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.

Joined the firm in 2023. Crista joined Jensen from ACA Group, where she was a Partner in the ESG Advisory practice. Prior to joining the ESG Advisory practice, Crista was a Partner in ACA’s Performance Services practice, leading Global Investment Performance Standards (GIPS^®) verification engagements and conducting performance-related consulting for over 15 years. She earned a BA in business administration with a concentration in finance from Washington State University and is a member of the GIPS Standard Technical Committee at CFA Institute.

Joined the firm in 2015. Adam is responsible for the firm’s trading activity. He also participates as an account executive, where he supports the firm's separate account clients. He graduated from U.C. Santa Cruz with a BA in economics and began his career at Montgomery Securities. With over 20 years of industry experience, he has worked as an institutional equities trader and has supported individual clients.

Joined the firm in 2019. Dorothy is responsible for Jensen’s marketing efforts. She joined Jensen from Rocaton Investment Advisors where she served as the director of sales and marketing. Prior to Rocaton, Dorothy worked at AXA Investment Managers, where she headed the Americas RFP team, and at the Carlyle Group, where she supported the sales and marketing efforts of their commodities platform, Vermillion Asset Management. Dorothy holds a BA from Union College.

Joined the firm in 2015. Keith oversees the private client team, and works closely with clients to develop financial plans rooted in Jensen’s quality investment discipline. He previously worked at Fisher Investments as an investment counselor within the Private Client Group. While at Fisher, Keith also worked within their Institutional Group, managing a team of associates with a focus on business development. Previously, Keith was a senior investment analyst at RVK, an institutional investment consultant based in Portland, Oregon. Keith earned a BS in economics from the University of Oregon.