Chief Executive Officer, Octavus Group and LoCorr Funds
In addition to LoCorr, Kevin’s more than 35 years of experience in financial services include founding a real estate finance company, LendSource. He served as President and CEO of Richard Leahy Corporation, a subsidiary of Lincoln Financial Corporation. During his time there he helped guide the company into the bank marketplace, offering investment products to bank customers. He also previously was a leading money raiser for a Minneapolis based mutual fund/hedge fund company.
Kevin holds a B.S. in business and marketing from the University of Colorado. He holds the FINRA series 6, 7, 24, 31 and 63 licenses and the CLU designation.
Jon C. Essen
Chief Financial Officer/Portfolio Manager, Octavus Group, LLC/LoCorr Funds
Prior to LoCorr, he worked as EVP and CFO of a mezzanine finance company based in St. Paul, MN. Prior to that, Jon worked at Jundt Associates from 1998 to 2002 as its CFO, Director of Operations and Director of Compliance. Jundt Associates was an investment management firm, based in Minneapolis, MN, that offered its services through mutual funds, hedge funds and private accounts. Jon also worked as a Senior Financial Analyst at Norwest Investment Services (currently Wells Fargo Investments) from 1997 to 1998, and at Voyageur Funds, an asset management company based in Minneapolis, MN, from 1994 to 1997, serving as its Reporting and Control Supervisor.
Jon graduated from Minnesota State Mankato (formerly Mankato State University) with a B.S. in business administration. He is a CPA (inactive) and holds the FINRA Series 3, 7, 24, 28, 63, and 99 licenses.
Executive Vice President
Prior to joining LoCorr, Ruxandra was responsible for managing the nationwide relationships with the major distribution partners at Oppenheimer Funds. Her specific responsibilities included oversight of product approval, all aspects of relationship management and financial arrangements with firms distributing Oppenheimer products.
Ruxandra holds a B.S. in Finance and International Business, and an M.B.A. in Finance from New York University.
Executive Vice President, National Head of Distribution
Prior to joining LoCorr, Liz served over 14 years at Alger Management as their Senior Vice President, Head of Intermediary Distribution, where she managed the intermediary sales team including Regional Marketing Managers and Regional Marketing Associates calling on broker-dealers and advisors. Her previous experience includes working as Head of National Accounts at both Evergreen Investments and Deutsche Asset Management and holding various positions at Columbia Funds.
Liz graduated with a B.S. in Business Administration from Merrimack College in Massachusetts. She holds the securities registrations for Series 6, 7, 63, 24, 26 and has also earned the Certified Investment Management Analyst (CIMA®) designation. She has over 36 years of experience in the financial services industry.
Senior Vice President, Eastern Division Sales Director
Kris is an accomplished speaker and expert on low correlating strategies. He was awarded the Sequoia Lifetime Achievement Award in 2010, an award which recognizes field sales professionals who have demonstrated a commitment to excellence in their careers. Kris serves on the board of Hudson Community Chapel and is active in mission work. He has a B.A. in finance from the University of Iowa, and is a Chartered Life Underwriter (CLU) and a Chartered Mutual Fund Counselor (CMFC). He holds the FINRA Series 6, 7, 24 and 63 licenses.
Sean Katof, CFA, CAIA
Chief Investment Officer, Portfolio Manager
Prior to joining Slocum, Sean served as Portfolio Manager at Devenir Investment Advisors, where he managed the Industry Leaders Core Equity portfolio from 2004 - 2005. Prior to that, he was a Vice President and Portfolio Manager at INVESCO Funds Group where he served in positions of increasing responsibility from 1994 – 2003. Joining INVESCO Funds Group as a Fund Accountant, Sean moved into the investment division, eventually serving as Portfolio Manager for the INVESCO Real Estate Opportunity Fund and Co-Portfolio Manager for the INVESCO Core Equity Fund.
Sean received his B.S. in business administration with an emphasis in finance from the University of Colorado at Boulder. He holds an M.S. in finance from the University of Colorado at Denver. Sean is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
Chief Operating Officer
Bob attended Ohlone College in northern California where he studied Real Estate Economics, Law and Finance.
Chief Compliance Officer
Brian holds Series 3, 7, 24, 28, and 63 licenses and is both a General Securities and Financial and Operations Principal. Brian attended the University of Alaska Anchorage, majoring in accounting.
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