Jill K. Bartell

Operations / Fixed Income, Principal
Trading & Operations Jill K. Bartell Principal Jill is a performance analyst, reporting specialist and also is a member of the fixed income team. She is responsible for the creation of marketing materials, specialized client reports and responding to RFPs and consultant questionnaires. Additionally, Jill is the firm’s backup equity trader and assists with monitoring

Trading & Operations Go Back

Jill K. Bartell

Principal

Jill is a performance analyst, reporting specialist and also is a member of the fixed income team. She is responsible for the creation of marketing materials, specialized client reports and responding to RFPs and consultant questionnaires. Additionally, Jill is the firm’s backup equity trader and assists with monitoring compliance. Jill began her career with Hobert and Svoboda, Inc. as an investment assistant. She then worked as a reporting specialist at Crabbe Huson Group in Portland, Oregon.

Jill earned an MBA with a Concentration in Finance from the University of Portland and received her Bachelor of Science from Portland State University.

5335 Meadows Road, Suite 400, Lake Oswego, OR 97035
503-221-0158