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About Us

Our Team

Centrally located in the Midwest, serving individuals and organizations across the nation.

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JAG Leadership

Meet the JAG Leadership team.

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CEO & Chief Investment Officer

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Kate Hurt" url="https://www.jagcap.com/about-us/our-team/kate-hurt-bio/" image="https://www.jagcap.com/wp-content/uploads/2025/06/KH1.jpg" icon_alignment="left" admin_label="Kate Hurt" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/kate-hurt-bio/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Senior Vice President of Operations

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Director of Fixed Income

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Senior Vice President, Director of Equity Trading & Portfolio Operations

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row column_structure="1_4,1_4,1_4,1_4" use_custom_gutter="on" gutter_width="2" make_equal="on" admin_label="row" _builder_version="4.16" background_size="initial" background_position="top_left" background_repeat="repeat" custom_width_px="1400px" global_colors_info="{}"][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Deborah Mertz" url="https://www.jagcap.com/about-us/our-team/debbie-mertz/" image="https://www.jagcap.com/wp-content/uploads/2025/06/DM1.jpg" alt="Debbie Mertz, JAG CFO" icon_alignment="left" admin_label="Deborah Mertz" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/debbie-mertz/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Chief Financial Officer

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Senior Vice President, Strategic Relationships

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Alan Vogt" url="https://www.jagcap.com/about-us/our-team/alan-vogt/" image="https://www.jagcap.com/wp-content/uploads/2025/06/AV1.jpg" icon_alignment="left" admin_label="Alan Vogt" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/alan-vogt/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Vice President, Managing Director of
Fixed Income

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Vice President, Portfolio Manager

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Meet The Professionals at JAG

Our experienced team of talented and dedicated professionals works every day to build on JAG’s legacy of service and commitment to our clients. We employ a collaborative approach to developing in-depth research that varies from consensus.

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Fixed Income Trading Supervisor &
Senior Operations Specialist

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Portfolio Trading & Operations Associate

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Quantitative Analyst

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Adam Dobin" url="https://www.jagcap.com/about-us/our-team/adam-dobin-bio/" image="https://www.jagcap.com/wp-content/uploads/2025/06/AD1.jpg" alt="Adam Dobin" icon_alignment="left" admin_label="Adam Dobin" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/adam-dobin-bio/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Investment Operations Specialist

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row column_structure="1_4,1_4,1_4,1_4" use_custom_gutter="on" gutter_width="2" make_equal="on" admin_label="row" _builder_version="4.16" background_size="initial" background_position="top_left" background_repeat="repeat" custom_width_px="1400px" global_colors_info="{}"][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Greg Dunn" url="https://www.jagcap.com/about-us/our-team/greg-dunn-bio/" image="https://www.jagcap.com/wp-content/uploads/2025/06/GD1.jpg" icon_alignment="left" admin_label="Greg Dunn" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/greg-dunn-bio/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Strategic Relationships Associate

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Equity Research Analyst

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Tucker O'Neil" url="https://www.jagcap.com/about-us/our-team/tucker-oneal/" image="https://www.jagcap.com/wp-content/uploads/2025/06/TO1.jpg" icon_alignment="left" admin_label="Tucker O'Neil" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/tucker-oneal/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Equity Research Analyst

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Charles O'Rourke, CFA®" url="https://www.jagcap.com/about-us/our-team/charles-orourke-bio/" image="https://www.jagcap.com/wp-content/uploads/2025/03/CO1.jpg" icon_alignment="left" admin_label="Charles O'Rourke" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/charles-orourke-bio/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Fixed Income Analyst

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row column_structure="1_4,1_4,1_4,1_4" use_custom_gutter="on" gutter_width="2" make_equal="on" admin_label="row" _builder_version="4.16" background_size="initial" background_position="top_left" background_repeat="repeat" custom_width_px="1400px" global_colors_info="{}"][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="David Patritti" url="https://www.jagcap.com/about-us/our-team/david-patritti/" image="https://www.jagcap.com/wp-content/uploads/2025/06/DP1.jpg" icon_alignment="left" admin_label="David Patritti" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/david-patritti/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Senior Financial Advisor

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Chrissy Prinster" url="https://www.jagcap.com/about-us/our-team/chrissy-prinster-bio/" image="https://www.jagcap.com/wp-content/uploads/2025/08/CP2.jpg" icon_alignment="left" admin_label="Chrissy Prinster" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/chrissy-prinster-bio/" hover_enabled="0" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover" title_text="CP2" sticky_enabled="0"]

Client Service Coordinator

[/et_pb_blurb][/et_pb_column][et_pb_column type="1_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" background__hover_enabled="on|hover" background_color__hover="#465D7E" background_enable_color__hover="on"][et_pb_blurb title="Sandy Shotwell-Cain" url="https://www.jagcap.com/about-us/our-team/sandy-shotwell/" image="https://www.jagcap.com/wp-content/uploads/2025/06/SS1.jpg" icon_alignment="left" admin_label="Sandy Shotwell" module_class="video-bio" _builder_version="4.27.4" _module_preset="default" header_level="h3" header_font_size="24px" header_letter_spacing="-0.7px" text_orientation="center" custom_padding="||8%||false|false" link_option_url="https://www.jagcap.com/about-us/our-team/sandy-shotwell/" locked="off" global_colors_info="{}" background__hover_enabled="on|hover" background_layout__hover="dark" background_layout__hover_enabled="on|hover"]

Vice President, Director of Institutional Client Service

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Vice President, Portfolio Manager

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Assistant to the CEO & Senior Client Service Coordinator

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