United Capital of Rockford Team
Phil Jacobson
Managing Director
Phil.Jacobson@unitedcp.com
Phil is a founding principal of United Capital's Rockford office. Prior to joining United Capital, he was a Sr. Vice President at Dain Rauscher (now RBC Dain Rauscher) where he started his career. Phil brings over 20 years of industry experience, as well as extensive expertise in working with high net worth individuals and non-profit organizations. Among his accomplishments is the development of a customized portfolio management system, which was one of the first of its kind to be implemented throughout an entire brokerage firm. Because of his down to earth yet relevant style, Phil is also a requested speaker on the economy and the markets at conferences across the country.
A native of Minnesota, Phil holds a Bachelor of Science degree in Business from the University of Minnesota, Carlson School of Management and a member of the Investment Management Consultants Association (IMCA). He now resides in Rockford, IL with his wife and two children.
Tiffany Gordon
Senior Case Manager/Director Client Relations
Tiffany.Gordon@unitedcp.com
Tiffany has 17 years of experience in the financial services industry. Her professional roles include having been an associate for a national financial planning firm as the individual responsible for overseeing all operational aspects of client portfolios as well as managing the local operations team. Over the past ten years, Tiffany has developed extensive knowledge of the special operational needs of non-profit organizations. Providing operational service to our clients is Tiffany’s primary responsibility – and something at which she excels. Her strong leadership skills and organizational abilities help to ensure clients receive consistent, complete service at all times. Tiffany is a lifelong resident of Rockford and holds an Associate degree from Rock Valley College. She resides in the Rockford area with her husband and her three children.
John Dehart
Performance Analyst/Trader
John.dehart@unitedcp.com
John joined the United Capital Rockford team in December 2010 and brings over 12 years of industry experience. Prior to joining United Capital, John led the sales and marketing efforts in the Rocky Mountain region as a Consultant with Smith Asset Management. In this role, John was responsible for assisting advisors in identifying client needs, developing proposals, and presenting recommendations. Prior to that, John was with Envestnet Asset Management as an Operations Specialist and he later moved on to become a Regional Client Service Representative before finally serving as a Regional Consultant in the south central region.
As a member of United Capital Rockford team, John provides leadership to our performance reporting team to assure reporting is both accurate and timely. He oversees the customization of reports to meet the needs of our institutional clients, and coordinates data downloads to support the administrative functions of managing charitable funds. He also plays a key role in validating the implementation of investment strategies for our clients.
John holds a Bachelor of Science in Finance from Northern Illinois University and is a veteran of the United States Air Force.
Linda Patefield
Administrative Manager
Linda.Patefield@unitedcp.com
Linda brings 15 years of customer service experience to the United Capital team, five of which were spent in the investment industry. As one of our key operations people, Linda assists in the Client Services Department. Linda’s primary responsibilities include establishing and maintaining all of the operational concerns and paperwork associated with customer accounts. She also manages the back-office issues related to our custodial relationships and handles inquiries from our retail clientele. Linda and her husband have three children and have lived in Rockford for nine years.
Kendra Eash
Administrative Manager
Kendra.Eash@unitedcp.com
Kendra is a rising star on the team and is responsible for assisting with day to day operations for both private clients and institutional organizations. She manages and coordinates the scheduling of our client review meetings as well as assists with the quarterly reporting for both private and institutional clients. Kendra plays the same role for our institutional clients that Linda does for private clients. Together, they are great collaborators and are skilled in backing each other up when needed.