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 oversees all advisor functions and operations and, as CIO, operates as head of the investment committee, oversees a team of professionals who have responsibilities such as managing and monitoring investment activity, and directs the investment strategy for the firm’s clients. These managed assets include private wealth, retirement plan assets, foundation/endowments​ and operating capital for organizations. ​

Chris graduated from Texas A&M University with a Bachelor of Business Administration degree in Marketing, and started his professional career as a benefit enrollment specialist in 2002 with The Paragon Group, LP, a former subsidiary of TCG. Throughout his career he has increased his focus on investment management and financial planning moving to an investment advisor role in 2004 with TCG Advisors, and then later named as Chief Investment Officer.

He has ​acquired insurance and securities licenses, and earned the Certified Financial Planner™ designation in 2010.​


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.


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