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Jonathan Wease was appointed Vice President of Portfolio Management where he will oversee the firm’s existing group of portfolios and provide leadership on new portfolio acquisition strategies. He brings more than 25 years of financial experience, including the last 15 years with Portfolio Financial Servicing Company, one of the largest independent portfolio servicers in the country. He also was with US Bancorp and US Bank providing management support in accounting, tax and portfolio administration. The native Oregonian has an MBA from Marylhurst University and bachelor’s in business management from Concordia University.

Brian Zeck was appointed Managing Director in the Asset Management Business Unit where he will engage with Registered Investment Advisors across the U.S. Zeck has solid experience devising and executing targeted sales marketing, and business development strategies to drive business growth in the financial products and services arena. He previously was executive vice president of Leader Capital Corp., a fixed income mutual fund company, and he brings institutional experience from Barclays Global Investors and Morgan Stanley Smith Barney. The northern California native has a degree in Finance from San Diego State University and 12 years of financial experience.

Aequitas Capital Management

Press Release

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