Institutional Advisory Services Group – Fund Services (IASG-FS), founded in 2019, offers products and services that allow fund managers to run faster on better infrastructure. We provide access to a dedicated program powered by a dynamic SaaS platform that services both traditional and alternative fund management companies. Managers will benefit from our pursuit to deliver informative analytics to back and middle offices.
IASG Executive VP & Principal of IASG-FS
As Executive Vice President of IASG and Principal of IASG-FS, JonPaul oversees daily operations and strategic initiatives. He is also responsible for business development and fostering connections with other managed futures industry professionals. In March of 2015, JonPaul co-founded IASG Alternatives LLC, a boutique broker dealer offering hedge funds and managed futures funds to qualified investors.
JonPaul’s insights into the managed futures industry have been featured in leading financial publications and online outlets, including the Wall Street Journal, Michael Covel, and CTA Intelligence. Prior to joining IASG, he spent 12 years as a sales and marketing executive.
JonPaul holds a B.A. in marketing from Loras College. He is licensed and registered as both a Series 3 commodity broker and Series 30 Branch Manager. JonPaul also has his Series 7, 24 and 63 securities licenses.
Managing Director & Principal
As Managing Director and Principal of IASG-FS, Brett manages business development within alternative manager verticals. He also works with the integration of licensed software solutions including the Seamless™ CTA reporting and fund administration software solution built by Sudrania Fund Services, LLC. Brett has 15 years of professional experience in alternative investment management including roles in sales & trading, securities research, portfolio management and financial management. Over that time Brett has led organic growth at a hedge fund and at a registered investment advisor. Previously he held positions at Bank of America, R.J. O’Brien and Merrill Lynch.
Prior to working in the financial services industry, Brett spent 3 years in project management and corporate finance in the telecommunications industry.
Brett’s writings and commentaries about the financial markets have been featured in the Financial Times and in Bloomberg Markets magazine.
In May 2016 he earned the right to use the CAIA designation. He has a B.A. in Economics from the University of Wisconsin-Madison and an MBA in Finance and Accounting from the University of Chicago.