Vice President, Treasurer, and Managing Director · Jensen Investment Management Inc.
Shannon M. Contreras
CRD 6148625 · Named on Form ADV at one SEC-registered adviser
At a glance
Jensen Investment Management Inc., an SEC-registered asset manager based in Lake Oswego, OR with $6.5 billion in regulatory assets, lists Shannon M. Contreras on its Form ADV as Vice President, Treasurer, and Managing Director, a control person.
Firms and roles
- Jensen Investment Management Inc.Vice President, Treasurer, and Managing DirectorAsset manager · Lake Oswego, OR · $6.5B in regulatory assets
AtlasMembers
Shannon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Robert D. McIverPresident and Managing Director, Jensen Investment Management Inc.
- Gabriel L. GoddardChief Compliance Officer, General Counsel, Managing Director, Jensen Investment Management Inc.
- Allen T. BondVice President and Managing Director, Jensen Investment Management Inc.
- Adam D. CalamarPortfolio Manager, Jensen Investment Management Inc.
- Richard W. ClarkManaging Director - Business Development, Jensen Investment Management Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shannon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.