Jon C. Essen
Chief Financial Officer, Portfolio Manager
Jon Essen is Chief Financial Officer of LoCorr Fund Management, Portfolio Manager of the Funds, and is a trustee on the LoCorr Funds Board. He is responsible for all financial matters for LoCorr Funds and its affiliates. In addition, he is actively involved in the Firm’s due diligence efforts and is a member of the Firm’s Investment Committee.
Before joining LoCorr in 2008, Jon served as Executive Vice President and Chief Financial Officer of a mezzanine finance company based in St. Paul, MN. Previously, Jon was Chief Financial Officer, Director of Operations, and Director of Compliance at Jundt Associates, a Senior Financial Analyst at Norwest Investment Services (now Wells Fargo Investments) and the Reporting and Control Manager at Voyageur Funds.
Jon received a B.S. in Business Administration from Minnesota State Mankato (formerly Mankato State University). He holds FINRA Series 3, 7, 24, 28, 63, and 99 licenses and is a Certified Public Accountant (CPA) (inactive). Jon has over 28 years of experience in the financial services industry.