Our Staff

< Back to Our Staff

Jason Gunkel, CFA®

Jason Gunkel, a Financial Analyst, assists the Wealth Coaches in providing wealth coaching and investment management services for clients.
 
Jason is a member of the firm's Investment Committee, which is responsible for formulating the firm's investment philosophy and conducting due diligence on alternative investments.
 
Jason has earned the Chartered Financial Analyst (CFA®) designation following an intensive study of investment securities and portfolio management.  He received a Bachelors degree in Finance/Accounting from Drake University with summa cum laude honors and is currently pursuing a Masters in Business Administration (MBA) from the University of Iowa Tippie School of Management.
 
When not working or studying, Jason enjoys playing sports and spending time with his family.  His wife, Jackie, is a portfolio manager at Principal Global Investors and they live in Clive.
 
Jason's e-mail address is jgunkel@syversonstrege.com