Jon C. Essen

Jon Essen joined Octavus Group/LoCorr Funds as its Chief Financial Officer and Portfolio Manager in 2008. Jon has been CFO of LoCorr Fund Management and Portfolio Manager of the Funds since inception in 2011. Jon has over 26 years of experience in the financial services industry.

Prior to LoCorr, he worked as EVP and CFO of a mezzanine finance company based in St. Paul, MN. Prior to that, Jon worked at Jundt Associates from 1998 to 2002 as its CFO, Director of Operations and Director of Compliance. Jundt Associates was an investment management firm, based in Minneapolis, MN, that offered its services through mutual funds, hedge funds and private accounts. Jon also worked as a Senior Financial Analyst at Norwest Investment Services (currently Wells Fargo Investments) from 1997 to 1998, and at Voyageur Funds, an asset management company based in Minneapolis, MN, from 1994 to 1997, serving as its Reporting and Control Supervisor.

Jon graduated from Minnesota State Mankato (formerly Mankato State University) with a B.S. in business administration. He is a CPA (inactive) and holds the FINRA Series 3, 7, 24, 28, 63, and 99 licenses.