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Jeffrey Squires
Jeff is a founding principal of Vista360 and shares responsibility for the firm’s strategic direction and client servicing. Jeff has 15 years of investment industry experience – currently assisting investment advisers and mutual fund companies with compliance and strategic matters. Previously, Jeff led the compliance, operations and personnel functions of FIRMCO, a $30 billion investment adviser with a $10 billion mutual fund complex, as Senior Vice President of Compliance and Operations. Jeff was also a member of the Senior Management Committee and the Board of Directors for U.S. Bancorp Asset Management, a $120 billion investment management firm. Jeff held audit positions with Robert W. Baird & Company, Inc. and Price Waterhouse, LLP. He earned a bachelor’s degree in accounting from Illinois Wesleyan University.
Jeff is a member of the National Society of Compliance Professionals and the American Institute of Certified Public Accountants. |