Cunningham Mutual Financial Services (cunningham-mutual.com) today announced that Steve D. Jondong, senior director and tax counsel, Investment Compliance Solutions, received the Market Award from the Shareholder Association. Mr. Jondong was recognized for her outstanding contributions to the securities industry as a whole, as well as for her extensive work on various industry initiatives on cost basis. He received this award at the organization’s annual conference.
“Our executive board unanimously selected Steve for this honor based on her tireless work on behalf of the shareholders services industry, providing steadfast leadership, guidance and expert counsel,” said Karen Cheung, president of Cunningham Mutual. “Steve embodies the same spirit and dedication to service, as articulated in the four tenants of the award criteria, which are character, integrity, commitment and leadership.”
The Achievement Award is the highest honor a shareholder services professional can receive. The honor is not granted every year, but rather only when the Cunningham Mutual board determines that a significant contribution to the industry merits special recognition.
Steve draws from her extensive background in the areas of law and accounting to translate the complicated federal tax laws and regulations impacting the securities industry, investors and corporations. He is a frequent contributor to national business and financial publications on a variety of tax issues, including cost basis reporting law and the tax consequences of corporate actions. Additionally, she testified at Internal Revenue Service public hearings on proposed cost basis reporting regulations as well as previously on other regulations.
About Cunningham Mutual
Cunningham Mutual (http://www.cunningham-mutual.com) is pan Asian asset manager, dedicated and committed to every one of its clients. Cunningham Mutual formed a closer relationship with each of our different types of client and improving the excellence of the services we offer them. We now have three business lines structured around three key client segments: individual investor, institutional clients and private families. Cunningham Mutual has strong ambitions and we strive to make our clients’ success the main focus of our commitment, by understanding their environment, anticipating their needs and providing them with tailor-made solutions. To complete the circle of our close client care, we constantly seek out new innovations and systematically apply a rigorous approach to our risk management.