2019 by JRM Investment Counsel, LLC. All rights reserved.

 

Biographies

Jack R. McDonnell
President & Chief Investment Officer


Jack founded JRM Investment Counsel in 2006 to provide a better value proposition to discerning investors.  He serves as President and Chief Investment Officer, with a primary focus on refining the firm's investment management process, trading and asset allocation strategies.  Prior to founding the firm, Jack had a storied career as a private investor, independent consultant and corporate executive for several financial institutions including Ameritrade, First Data Resources and FirsTier Financial.  Jack holds a B.S.B.A. in Accounting from St. Ambrose College and has 40+ years of financial services experience.

Jack also serves or has served the Omaha community on numerous non-profit boards including, Peter Kiewit Institute, American Red Cross, Henry Doorly Zoo, Joslyn Art Museum, Girls, Inc., Mid America Council of Boy Scouts, and Children's Hospital and Medical Center.

 Phil T. McDonnell,     CFP®
Chief Operations & Compliance Officer

Phil is an Investment Advisor Representative (IAR), co-portfolio manager and responsible for firm operations and compliance.  He is a Chartered Retirement Planning Counselor℠ and Certified Financial Planner™ practitioner.  Prior to joining JRM Investment Counsel in 2013, Phil was a retirement specialist and investor solutions manager at TD Ameritrade.  Phil holds a B.S.B.A. in Finance from Saint Louis University, an M.B.A. from Creighton University and has 13+ years of financial services experience.

Phil also serves or has served the Omaha community with involvement in non-profit organizations including, Quality Living Inc., Habitat for Humanity, Completely Kids, Children's Hospital, TeamMates Mentoring, the Aksarben Foundation and the Omaha Home for Boys. 

Lauren M. McDonnell, CIPM®

Vice President

Lauren is an Investment Advisor Representative (IAR), co-portfolio manager and responsible for firm reporting and security analysis.  She holds a Certificate in Investment Performance Measurement™ from the CFA Institute and the Retirement Plan Associate designation.  Prior to joining JRM Investment Counsel in 2018, Lauren was an account executive and manager for Lockton Investment Advisors.  Lauren holds dual B.S.B.A. in Finance and International Business from St. Louis University and has 6+ years of financial services experience.

Lauren also serves or has served the Omaha community with involvement in non-profit organizations including, Girls Inc., Habitat for Humanity, Completely Kids and Junior League of Omaha.

The Certified Financial Planner and CFP® marks are registered trademarks of the Certified Financial Planning Board.  The Chartered Retirement Planning Counselor and CRPC® marks are registered trademarks of the College for Financial Planning.   The Certificate in Investment Performance Measurement and CIPM® marks are registered trademarks of the CFA Institute.  All rights reserved.