Meet Our Leadership Team

John Pesce

Partner, CEO & Co-Founder

John Pesce is TCG’s visionary co-founder and manager in charge. John leads a team of experienced, principled advisors in the sustained effort to provide an unprecedented level of customer service in the finance industry. Throughout his distinguished career, John has owned and managed a successful third party administrator, led marketing efforts for two of the largest third party administrators for public agencies in Texas, and served as an investment and financial advisor to individuals and employers in both the public and private sectors.

In response to his concern about the impact unscrupulous practitioners were having on the reputation of the investment advisory profession, John and his partners based their company and client relationships on a transparent, fee-based approach. The resulting advisory service inspires client confidence and offers a degree of predictability in any portfolio.


Mike Cochran

Partner, Chairman & Co-Founder

Throughout his career, Mike has managed all types of retirement plans, and served as an officer in two Fortune 500 companies before co-founding TCG with John Pesce. He works primarily with institutional investors and provides financial planning and compensation advice for most of TCG’s public sector executive clients.

Mike has worked hard to forge a customer-driven culture at TCG, characterized by consistent fairness, unrivaled expertise and outstanding service for every client of the company. He is in demand as a speaker on investment fiduciary issues and author of several articles on retirement and compensation matters in well-known trade magazines.


Jeff Montgomery

President

Jeff comes to TCG after spending 8 years as the Chairman and CEO of AFAM Capital, an institutional money manager overseeing several billion in assets. Prior to building AFAM and acquiring its Innealta ETF Division, Jeff was the CEO and COO of the operating companies of National Financial Partners for seven years—including NFP Investments, NFP Benefits, and NFP Insurance. Jeff was part of the leadership team that took the company public in 2003.

Previously, Jeff was CEO of the investment division and broker-dealers of ReliaStar—a Fortune 500 company and division of ING. Prior to that, he was General Counsel for PrimeVest Financial Services and President of PrimeVest Mortgage.

Jeff received his finance degree with honors from the University of St. Thomas in St. Paul, Minnesota, and his law degree from the University of Oregon.


Chris J. Jamail

Chief Investment Officer, Chief Operating Officer

Chris is responsible for investment activities related to TCG’s institutional and private clients, including managing and monitoring existing portfolios as well as assisting with strategies for growth. Chris earned his BBA from Texas A&M University and started his professional career with The Paragon Group, a subsidiary of TCG Group Holdings LLP, later making the transition to TCG Advisors in 2004.

Chris is a CERTIFIED FINANCIAL PLANNER™ and acquired his Group One Life and Health Insurance License along with the Series 6 and 63 FINRA securities licenses.


Mark Woolery

Chief Marketing Officer

Mark Woolery is the Chief Marketing Officer. For more than ten years, Mark has developed and led sales teams for organizations ranging from Fortune 100 entities to small privately-held startups that experienced successful growth leading to public offerings.

Mark received his BA in Marketing from Mississippi State University, and after earned his MBA from the Cox School of Business at Southern Methodist University.


Trent Turner

Chief Financial Officer

Trent has 23 years’ experience in finance, operations, and accounting. Immediately prior to joining TCG, Trent served as CFO of Biophysical Corporation, a medical lab and healthcare services company. He also served as COO and CFO for TechTurn, Ltd., where he was responsible for operations at the company¹s facilities in Austin, TX and Ashland, VA, as well as accounting, finance, reporting, information technology, human resources, and risk management. Trent’s career also includes an eight year tenure in the finance organization at Dell, Inc., positions in Corporate Finance at Associates First Capital Corporation, the Controllership of a Medicare home health agency, and in the audit department of Price Waterhouse.


Scott Hauptmann

Chief Operating Officer for TCG Administrators (formerly JEM Resource Partners)

Scott is responsible for the oversight and day-to-day operations of all retirement plans administered by JEM and maintaining the relationships JEM has with its clients, participants, outside vendors and financial representatives.

Scott graduated from the University of Texas with a Bachelor of Business Administration degree in Finance and a Minor in Sociology. Scott held the Series 7 and 63 securities licenses in addition to several insurance licenses. He joined JEM in 2002 and has worked in a variety of roles and departments within the company since that time.


Jaime Barraza

Chief Technology Officer

Jaime is responsible for the array of digital solutions that power the TCG service companies. He specializes in integrating people, processes, and technology to solve our challenging and unique business problems.

Jaime joined TCG in 2001 shortly before graduating from the University of Texas with a Bachelor of Arts in Economics and a Minor in Business Administration in 2002. He has ushered the company through more than a decade of fast paced technological change and tremendous growth.


David E. Friedman

General Counsel and Compliance

David serves as TCG’s and Fairway Asset Management’s General Counsel. Previously, David oversaw the legal, finance, investor relations, technology and operations teams for KeyCorp’s (NYSE: KEY) investment advisor.

Prior to that, David was a director on Citigroup’s Global Prime Brokerage desk, managed all aspects of a commodities trading company and practiced law. David has a BA in management from Tulane University and a Juris Doctor degree from Duke University School of Law. He is admitted to the Bar of the State of New York and maintains his Series 4, 7, 24 and 63 securities registrations.


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