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JY

Jeff Young

Executive Vice President, Head of Investment Products, Mutual of America Capital Management at Mutual of America Capital Management LLC

Columbus, OH , United States

About

Jeff Young serves as Executive Vice President and Head of Investment Products at Mutual of America Capital Management LLC, where he oversees the firm's mutual fund family (MoA Funds), product strategy, and leads growth initiatives. He is responsible for fund administration, operations, and service provider oversight, and also holds the roles of President and Chief Financial Officer of the MoA Funds. His expertise encompasses mutual funds, collective investment trusts, and a range of investment vehicles within the wealth management and asset servicing industries.

Young's career spans over 30 years and includes significant leadership roles at FIS (where he was responsible for asset management and alternatives, global transfer agency, and private equity services), Ultimus Fund Solutions, and Huntington Asset Services—where he managed over $48 billion in assets as President. He has served as board chair and trustee for multiple investment trusts and mutual fund families and as an independent trustee for Zell Capital.

He holds a bachelor’s and master’s degree in business administration from Ohio University, where he remains actively involved with the Executive Advisory Board. Recognized as an industry thought leader, Young contributes to the Investment Company Institute’s committees and has authored numerous articles on fund governance and investment product trends, with a focus on mutual funds, collective investment trusts, and related asset classes.

Career History

OrganizationRoleDate RangeDetails
Mutual of America Capital Management LLCExecutive Vice President, Head of Investment Products, Mutual of America Capital ManagementMay 2022 to Present
Zell CapitalIndependent DirectorJun 2021 to May 2023
FISSenior Director, Product Management - Asset Management and AlternativesApr 2019 to May 2022
FISDirector, Client ServicesSep 2017 to Mar 2019
Ultimus Fund Solutions, LLCVice President, Director of Relationship ManagementJan 2016 to Mar 2017
Capitol Series TrustChairman of the BoardNov 2013 to Mar 2017
Valued Advisers TrustChairman of the BoardApr 2010 to Mar 2017
Huntington Asset ServicesPresidentMar 2015 to Dec 2015
Huntington Asset ServicesSenior Vice PresidentJan 2010 to Dec 2015
Valued Advisers TrustIndependent ChairmanAug 2008 to Jan 2010
WEALTHSTONE ADVISORSManaging DirectorAug 2007 to Jan 2010
The Coventry GroupPresident and CEOJan 2000 to Jun 2007
The Coventry GroupBoard MemberJan 1999 to Jun 2007
BISYS Fund ServicesSenior Vice PresidentOct 1993 to Jun 2007
Broadway & Seymour (formerly The Heebink Group)Senior ConsultantMar 1989 to Oct 1993

Education

Ohio University

MBA

1986 1987

Ohio University

BBA

1982 1986

Skills & Expertise

Alternative Investments
Business and Systems Conversion
Banking
Collective Investment Funds
Business Relationship Management
Fund Administration
Financial Planning
Portfolio Management
Investments
Relationship Management
Team Leadership
Board of Director experience
Fund Accounting
Board Governance
Financial Services
Wealth Management
Mutual Funds
Strategic Financial Planning
Risk Management
Asset Management
Regulatory Compliance
Management
Common Trust Funds
Board of Directors
Securities
Investment Management
Product Management
Product Development
Executive Management
Business Operations
Business Development
Sales
Client Services
Project Management
Account Management
Sales Management
Sales Operations
Operations Management
Fund of Funds
Board Relations
Business Strategy
Strategy
Strategic Partnerships
Strategic Planning
Strategic Leadership

Others at Mutual of America Capital Management LLC (3)

NameRoleLocation
Chris Hootman
Chris Hootman
Vice President – Head of AdministrationColumbus, OH , United States
J
Jay Lewis
Fixed Income AnalystNew York, NY , United States
Natalie Narine
Natalie Narine
Financial AnalystNew York, NY , United States

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