The Genesis Marketing team focuses on what is important: new business development for our clients. Our team is focused on the identification of new prospects and providing excellent client service.
Say Hello To Your Team
Ron is recognized for in-depth experience and success in developing and executing innovative approaches and strategies for the marketing and selling of investment products and services.
Professional Experience
Genesis Marketing Group, President
▹ Founded Genesis Marketing Group in 1993
▹ Gathered over $12+ billion in assets for investment managers
▹ Passed the series 3, 30, 50 and 65 exams
Metropolitan Life, Regional Director and Head of Midwest Pension Operations
▹ National sales leader award 10 consecutive years
▹ Developed more new products than all other associates 1975-1987
Affiliations
▹ Active member of Global Asset Management Marketing Association (GAMMA), previously served as a Trustee and Treasurer of Christ Church of Oak Brook (IL) and is the Board Chairman for a faith-based not-for-profit organization.
Education
▹ B.S., Economics, Michigan State University
Professional Experience
Genesis Marketing Group, Director
▹ Joined Genesis in 2013
▹ Leads manager research and due diligence efforts
▹ Specializes in positioning and maintaining relationships with existing client managers
▹ Establishes new prospects for our managers and assists in new business development
▹ Passed the series 3, 50, 54, and 65 exams
Genesis Marketing Group, Director
▹ Joined Genesis in 2013
▹ Leads manager research and due diligence efforts
▹ Specializes in positioning and maintaining relationships with existing client managers
▹ Establishes new prospects for our managers and assists in new business development
▹ Passed the series 3, 50, 54, and 65 exams
The Kenrich Group LLC, Senior Consultant
▹ Consulted with legal counsel and companies to calculate economic damages for litigations, arbitrations or other disputes related to spent nuclear fuel and construction
Johnson & Johnson, Finance Co-Op
▹Global Marketing Group Business Partner
Affiliations
▹ Stephanie volunteers as a Trustee for Christ Church of Oak Brook (IL)
▹ Member of the CFA Society Chicago and CFA Institute
▹ Active member of Global Asset Management Marketing Association (GAMMA) formerly known as The Third Party Marketers Association
Education
▹ CFA® Charterholder
▹ B.S., Finance with High Honors, University of Illinois at Urbana-Champaign –College of Business
▹ Edmund James Scholar
Jessica joined Genesis Marketing Group in 2007 and serves as the Office Manager. She services existing institutional client relationships and supports the firm’s marketing and sales initiatives.
She is also responsible for distributing marketing materials and following up with perspective clients.
Education
▹ B.A., Business Communications, Calvin College in Grand Rapids, MI
Dawn joined Genesis Marketing Group as Executive Assistant in 2019. She assists with existing institutional client relationships and supports the firm’s marketing and sales initiatives.
Previously, she was an Account Manager in the advertising industry for 12 years and has a background in business development and project management.
Education
▹ B.A., Communications, Bradley University
Kate joined Genesis Marketing Group as an Executive Assistant in 2024. She assists with existing institutional client relationships and supports the firm’s marketing and sales initiatives. Previously, Kate was the Director of Marketing at an investment bank headquartered in Chicago, where she managed the firm’s internal and external communications, industry conferences and international office openings.
Education
▹ B.A., Communications, University of Notre Dame
Education
▹ B.A., Communications, University of Notre Dame
Billions in Assets Raised
12B
Number of Database Prospects
10000
Helping Managers for
27
Years
