Eric Cervantes, CFA
Mr. Cervantes joined ICS in 2006 and is a partner at the firm. He has an in-depth knowledge of asset allocation, risk management, portfolio construction, investment manager research, investment manager optimization modeling and performance evaluation. He serves as an investment consultant on client relationships and has experience with defined benefit, defined contribution, health & welfare, foundation, endowment, and non-qualified plans. Eric has over 18 years of industry experience and is responsible for the ongoing management of ICS’ operations and overseas the firm’s investment manager research/ due diligence, capital market research, performance analysis and client reporting.
Eric is a graduate of DePaul University with a B.S. in Finance and earned the Charted Financial Analyst (CFA) designation. He is also a member of the CFA Institute, CFA Society of Chicago, and International Foundation of Employee Benefit Plans
Jason Uthe is a partner at Investment Consulting Services. He joined the firm in 2014 and serves as an investment consultant for multiple client relationships. Jason is responsible for client service and new business development as well as investment product and manager research, asset allocation development and analysis, and performance evaluation.
Prior to joining ICS, Mr. Uthe served 3 years in the U.S. Army with a tour in Iraq and worked on the trading floor at the Chicago Board of Trade. Jason holds a B.S. in Finance from the Driehaus School of Business at DePaul University and is continuing his education by participating in the CFA Institute’s CFA program where he is a level 2 candidate.
Learn more about our firm and how we can assist you. Complete the form and one of our professionals will contact you at your convenience.