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March 3, 2023

Jensen Investment Management

Jensen Investment Management announced Alexandria Sorosky, MaryAnn Dahl and Todd Schoen as new equity ownership shareholders. Sorosky joined the firm in 2018 and is currently the manager of Sales and Client Services, where she is responsible for sales and client service for adviser and intermediary channels for the western United States. Prior to Jensen, she was in internal sales and national accounts in the non-traded REIT industry. Dahl has been with the firm since 2018 and is currently a manager with the Jensen Private Client team. Prior to joining Jensen, she was responsible for the portfolio reporting and investment research functions for Deschutes Investment Consulting. She began her career working as an analyst at investment consulting firms that served high-net-worth families, foundations and endowments, and she spent more than six years at Greycourt & Co. Schoen joined Jensen in 2019 and currently serves as the firm's senior compliance officer. Previously, he was a compliance officer for Russell Investments. Schoen has also worked as a securities compliance examiner for the Washington State Department of Financial Institutions and the Texas State Securities Board. Jensen Investment Management is a 100% employee-owned equity investment management firm based in the Portland area.




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