T2 ASSET MANAGEMENT - Key Persons
Dan received his degree in Biology & Chemistry from Lakeland College, is a Chartered Retirement Planning Counselor, and a member of fi360.
Job Titles:
- Certified Financial Planner
- Senior Wealth Manager
Dave is a Certified Financial Planner (CFP®) and received his MBA in Finance from DePaul University.
As the Executive Assistant, Faye supports the senior staff and our advisors in many ways. She is the line that connects all the dots together to ensure our clients receive the highest level of service. Known for her positive attitude and organization, she uses her strengths to complete client requests in a timely and diligent manner.
Faye takes pride in the fact that people can count on her to finish each task, and she finds joy in making sure her team and our clients have what they need to be successful.
Prior to joining T2 Asset Management, Jim held various positions as a trader, portfolio manager and strategist responsible for managing billions of dollars for institutional clients. With over 20 years of professional experience, he brings a strong understanding of investment management.
Jim received his bachelor's degree in Commerce from DePaul University. He is a Chartered Financial Analyst and a member of CFA Insitute as well as CFA Society of Chicago.
Job Titles:
- Senior Wealth Manager
- Wealth Management Advisor
Jody has been a wealth management advisor for over 20 years and is a Five Star Wealth Manager Award Winner in both 2021 and 2022.
Prior to joining T2 Asset Management, Jody was a high school teacher and baseball coach at his local alma mater, Willowbrook high school, where he was named to "Who's Who of America's Teachers". Education still remains a strong focus in his work with financial clients, strongly believing that educating people and focusing on goals are paramount in his work. People naturally feel more comfortable and confident with their investments and retirement plan when they have a solid understanding of all that goes into it, and I believe this is one of the most important things I can do for people.
Job Titles:
- Senior Wealth Management Advisor
Prior to joining T2 Asset Management, Jonathan was a financial advisor with Merrill Lynch where he helped individuals and businesses grow and preserve wealth. Passionate about his clients, he focuses on delivering unbiased, objective advice in order to help his clients achieve their financial goals.
Jonathan holds a Chartered Retirement Planning Counselor® designation and received his bachelor's degree from Wheaton College.
Job Titles:
- Chartered Financial Analyst
- Managing Principal
- Portfolio Manager
Prior to founding T2 Asset Management, Ken spent nearly a decade as a professional trader and financial advisor. He has been focused on financial markets since receiving his degree in Economics from Carnegie Mellon University over 30 years ago. With rare training as a fundamental analyst and market technician, Ken brings a unique blend of skills to the construction of financial models.
Ken is a Chartered Financial Analyst and Chartered Market Technician. He is a member of CFA Institute, CFA Society of Chicago, and the Chartered Market Technicians Association.
Prior to joining T2 Asset Management, Paul was a financial advisor with Waddell & Reed helping clients in areas of financial planning, asset management, investment planning, and retirement planning. In addition to helping individuals, he has a passion for philanthropy and has started his own non-profit organization to support local charities.
Paul received his bachelor's degree in Finance and Insurance from Illinois State University and is an active member of the Orland Park Chamber of Commerce.