Jake Zornes is a managing director in UMB Fund Services’ Alternative Investments office in Ogden, Utah. He manages a team responsible for product development for the firm’s proprietary software, AltPro®. In addition, he assists with business development activities, including product demonstrations for prospective clients. Jake has worked in the fund industry since 2007, including more than eight years with UMB. He holds a finance degree and an MBA, and is a certified public accountant.
Robert Faver joined UMB in 2011. As President for the Arizona Region, Mr. Faver is responsible for managing the Commercial Banking department and serving as the Chief Credit Officer for the region. Mr. Faver also supports the CEO in the management of the remaining employees in the region, as well as helping determine the long-term strategy for the region.
Brande Anderson is vice president and institutional investment management relationship manager, and she is the primary point of contact for institutional client relationships including nonprofit organizations, corporations and union pension plans.
Alicia Beck is the philanthropy director at UMB Bank. She is responsible for building client relationships by assisting individuals and families with charitable planning, as well as private foundation management.
Steven Finklea is SVP/corporate trust regional manager at UMB.
Jacob Hymes is SVP, Director of Small Business at UMB Bank.
Sean Boyea joined UMB Bank, n.a. in 2020, as senior vice president in the Capital Markets Division’s Public Finance Group. Sean provides particular expertise in funding municipal infrastructure, education and non-profit institutions, utility and project finance, transportation and healthcare initiatives. He received his Executive MBA from the UCLA Anderson Graduate School of Management and holds FINRA Series 7, 53, and 63 licenses.
Todd H. Holder joined UMB Bank, n.a. in 2016. As Senior Vice President for our Capital Markets Division’s Public Finance Group, Todd is responsible for public finance efforts throughout the Midwest and South. His specialties include states, cities, counties, healthcare, higher education, public power, school districts, transportation, and water and sewer utilities. He earned a bachelor’s degree in Physics from Nebraska Wesleyan University, a bachelor’s degree in Business Administration from Washington University in St. Louis, and a Master of Business Administration from the University of Texas at Austin. He holds the FINRA Series 7, 53, 79, and 63 licenses.
Jennifer Matney is senior vice president/director of operational risk management at UMB. In her role, she leads the contracts management and model risk management teams as well as oversees the corporate insurance program. Jennifer holds a Bachelor of Arts in Finance and Business Management from Missouri Western State University, a Master of Arts in Economics, and a PhD in Economics and Public Administration, both from the University of Missouri – Kansas City.