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.
Jason Tucker, CIMA
Mr. Tucker joined ICS in January 2023 as an investment consultant. His responsibilities include new business development and institutional plan consulting. Jason has over 20 years of experience in the Financial Service industry working at firms such as American Century Investments, Empower Retirement & Meritage Portfolio Management. He has experience with defined contribution plans, investment manager research and performance evaluation.
Jason is a graduate of Kansas State University and holds the Certified Investment Management Analyst (CIMA) designation.
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