Chuck Thompson II
Chuck has previously served as President of Perpetual Global Investment Advisors (PGIA) and Perpetual Asset Management Americas Advisor since 2020. Mr. Thompson has also served as a Trustee of the Henderson Global Investors Mutual Fund Board, Vice President, and Head of Distribution since 2009. Mr. Thompson received a BA in Music Composition from the Moody College of Music and has worked in the investment management industry for 31 years.
Ben Jones
Ben is a results-driven leader known for enhancing client-centric businesses, driving growth, and fostering strong team culture. Ben served as Managing Director at BMO GAM, where he was also President and COO of BMO Investment Distributors. He also served as Director of Russell Investment Defined Contribution business and was a member of the DC Investment Policy Committee. Ben is also a recognized thought leader, notably as the creator and host of the award-winning Advisor Podcast "Better Conversations, Better Outcomes," and as a known speaker and writer in financial services.
Dan Lortz
Dan Lortz earned a Bachelor’s degree from Iowa State University. He has over 25 years of financial industry experience helping traditional and alternative asset managers raise assets.
Prior to joining Frontier Partners, Dan worked at SEI Investments from 2000 to 2018 and was responsible for distributing SEI's Manager-of-Manager investment solutions to institutional investors and fee-based registered investment advisors.