Profiles

Jack Fay, CPFIM

Jack Fay, CPFIM
Senior Investment Advisor

(651) 697-8539
jfay@ehlersinvest.com

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 6/63
  • Series 65
  • Certified Public Funds Investment Manager (CPFIM)

EDUCATION

  • Bachelor of Science in Training and Development, Southern Illinois University, Carbondale
  • College for Financial Planning, CFP® Coursework

Ehlers Investment Partners

  • Locations

N21W23350 Ridgeview Parkway West, Suite 100
Waukesha WI 53188-1015
Toll Free: (800) 717-9742


3060 Centre Pointe Drive
Roseville MN 55113-1122
Toll Free: (800) 717-9742

  • Registered investment adviser with the Securities and Exchange Commission (SEC)
  • Wholly-owned Subsidiary of Ehlers Companies
  • Affiliated with Ehlers & Associates and Bond Trust Services Corporation
  • Registered January 12, 2009