We are a hands-on team that takes client relationships and stewardship personally. When you work with us, you're talking to the people who build the funds and run the firm.
Jason's path into investing began with his grandparents. Children of the Great Depression, they knew the value of a dollar and lived it. They never reached "accredited" status, yet on a single income of no more than $17,000 a year, supporting a family of six, they passed on a meaningful financial legacy through disciplined spending and investing.
That example shaped how Jason understood money and stewardship. After studying Economics and Finance at Bethel University, he launched Gratūs in 2008 during the financial crisis, convinced traditional portfolios weren't built for a world of accelerating debt and monetary expansion.
He sees investing as stewardship: capital deployed with conviction to strengthen families, businesses and communities for generations. Jason lives in St. Paul, Minnesota with his wife and children.
Bob has been a driving force behind the firm's growth since 2016, building out its funds and underlying infrastructure. He oversees audits, SEC filings, fundraising, fund administration and investor relations, expanding what Gratūs offers while keeping it efficient, transparent and purpose-driven.
Today Bob leads operations across the firm's Reg D and Reg A funds, with his focus on holding existing funds strong while executing on what's next. The work serves a straightforward conviction: everyday investors deserve direct access to alternatives that were long kept out of reach.
Before Gratūs, Bob spent a decade at Aerotek, earning multiple performance awards and leading a team that became the largest market segment in his division. He lives in Fridley, Minnesota with his wife and two sons.
Jack spent 36 years at Eagle Test Systems, an international leader in automated electronic test equipment, rising through technical and leadership roles to Chief Technical Officer. He helped build the company past $120 million in revenue, culminating in its 2006 IPO on the New York Stock Exchange. He holds a BA from Trinity International University in Deerfield, Illinois.
Managing his own retirement gave Jack a front-row view of what Wall Street actually delivered. With access to some of the most sophisticated products on offer, he came away unimpressed: years of mediocre results punctuated by heart-dropping crashes. Across two decades of investing, his most consistent performer was the one Wall Street talked about least, his rental real estate.
That conviction made him a founding investor in Gratūs's first real estate fund. In 2016 he left his career to help build the firm alongside his son Jason, drawn by the chance to give others the alternatives he'd had to find on his own. Today Jack supports capital development, compliance and general operations.
MaryRose is a catalyst for movement and a strategist for mission, turning bold ideas into focused execution. She leads cross-functional initiatives across fund families, internal operations, and investor engagement—building the structure, clarity, and relational trust that fuel lasting impact. With more than 15 years of experience spanning corporate, entrepreneurial, marketing, and academic settings, she brings both precision and passion to every initiative she leads.
MaryRose began her career at 3M, where she helped lead global campaigns and enterprise-wide initiatives, gaining a deep understanding of how strategy and creativity intersect to drive growth. She later launched her own consulting firm and served as a professor, equipping mission-driven entrepreneurs to scale with strategy and practical application. At Gratūs, she helps Kingdom leaders move from vision to action, combining strategy, creativity, and practical application to turn inspiration into impact and calling into measurable change that ripples across generations.
She lives in Minnesota with her husband and adventure-partner, Joshua, and their newborn son.
Matt believes businesses thrive when leadership, people and strategy move in the same direction. As Integrator at Gratūs, he translates vision into execution by leading strategic planning, organizational development, financial stewardship and company-wide accountability.
Throughout his career, Matt has partnered with founders, family businesses and leadership teams to navigate growth, succession and organizational change. His experience spans executive coaching, operational leadership and financial strategy, helping organizations build healthy cultures while achieving meaningful results.
Matt sees business as more than an economic engine; it is an opportunity to steward people, create lasting value and build legacies that extend beyond the balance sheet.
He lives in Prior Lake, Minnesota with his wife and their son and daughter.
Heather leads brand and marketing at Gratūs Funds, shaping how the firm tells its story and brings alternative investments within reach of everyday investors.
She brings more than 20 years across startups to Fortune 100 companies, turning cross-industry range into an instinct for finding the idea others miss and translating the complex into something clear. That breadth is what lets her build a brand with both conviction and reach.
Based in Minneapolis, Heather has spent her career building brands into lasting legacies. At Gratūs the work runs deeper: helping families build legacies of their own.
Na’Keshya helps ensure the firm’s funds, investors, and internal systems run with clarity, consistency, and regulatory integrity. Her work includes fund operations and post-close investor servicing, KYC/AML and compliance program oversight, project management, SOP and policy development, and the systems infrastructure that keeps the firm audit-ready and scalable as it grows.
She brings more than two decades of experience in operations, project management, and business systems within financial services, including roles at Wells Fargo Bank and Wells Fargo Securities, where she served as a Scrum Master and Business Systems Consultant guiding cross-functional teams through complex project, risk, and compliance initiatives. She is a Certified Scrum Master and Certified Product Owner through the Scrum Alliance, with additional certification in artificial intelligence, and holds a Bachelor of Arts from the University of North Carolina at Charlotte.
Known for her precision and steady, process-driven approach, Na’Keshya partners closely with Sales and the firm’s fund administrator to help keep Gratūs Funds running smoothly and compliantly for every investor it serves.
Drew supports the firm’s capital formation and investor relations efforts. He brings a values-driven approach to building trusted investor relationships and supporting the firm’s long-term investment strategy.
In this role, Drew partners with sales leadership, operations, and marketing to support investor outreach, onboarding, CRM management, and fundraising analytics. He assists with investor communications, presentations, and events while helping ensure a disciplined, compliant, and professional investor experience.
Drew attended Grand Canyon University, where he developed a strong foundation in business, leadership, and values-based decision-making. He is passionate about stewarding capital with integrity and growing into leadership within capital markets and investor relations as Gratūs Funds continues to scale.
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