August N. Santillo Jr., IACCP®
As Compliance Officer, August assists Chief Operating Officer/Chief Compliance Officer, Laura Blaire, in administering the Firm’s compliance program. In his role, he updates and distributes the ADV Part 2 Brochure, maintains the Business Continuity Plan for all JFS locations, assists with annual employee compliance training, and prepares client contracts. As an integration team member, August assists with firm mergers and acquisitions. In the past, he has served as a member of the Wellness, Charity, and Values Committees.
During his senior year of college, August served as an intern for JFS in the Asset Management and Operations departments. He assisted both departments through various tasks, including an extensive cost basis reconciliation project. Prior to rejoining JFS in November 2014, he worked as a Default Specialist in the consumer loan center of PNC Financial Services.
August is a graduate of Westminster College (PA), where he obtained his Bachelor’s Degree in Business Administration with a minor in Spanish. He earned his Investment Adviser Certified Compliance Professional (IACCP) designation through National Regulatory Services in 2016.
Outside of work, August resides in Sharpsville, PA with his husband. In his free time, he enjoys hiking, attending local community events, traveling, and spending time with family and friends.