Equity Portfolio Manager
- Began working in the financial industry in 1984
- B.S.B.A and M.B.A. from Xavier University; J.D. from Salmon P. Chase College of Law; CFA Institute member
Managed Funds: Small Cap Value
Senior Equity Portfolio Manager
- Began working in the financial industry in 1972
- B.A. from the University of Minnesota; M.B.A. from the University of Chicago; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Equity Income
Director, Quantitative Equity Research
- Began working in the financial industry in 1994
- B.S. from Drake University; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Mid Cap Select, Large Cap Select
Senior Managing Director, Head of Equities
- Began working in the financial industry in 1984
- B.S. and M.B.A. from DePaul University; CFA Institute member
Managed Funds: Mid Cap Select, Large Cap Select, Strategy Aggressive Growth Allocation, Strategy Conservative Allocation, Strategy Balanced Allocation, Strategy Growth Allocation
Senior Equity Portfolio Manager
- Began working in the financial industry in 1989
- B.M.E. from Indiana University; M.B.A. from the University of Minnesota
Managed Funds: Quantitative Large Cap Core, Strategy Aggressive Growth Allocation, Strategy Balanced Allocation, Strategy Conservative Allocation, Strategy Growth Allocation
Managing Director, Securities Lending
- Began working in the financial industry in 1989
- B.S. from General Motors Institute and M.B.A. from the Darden Graduate School of Business at the University of Virginia.
Senior Equity Portfolio Manager
- Began working in the financial industry in 1984
- B.S. from St. Cloud State University; M.B.A. from the University of Minnesota; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Mid Cap Growth Opportunities, Large Cap Growth Opportunities
Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1980
- B.A. from Wartburg College; M.B.A. from the University of Minnesota; CFA Institute member; Minnesota Society of Municipal Analysts member; CFA Society of Minnesota member
Managed Funds: Short Tax Free, Intermediate Tax Free, Tax Free, California Tax Free, Colorado Tax Free, Minnesota Intermediate Tax Free, Minnesota Tax Free, Missouri Tax Free, Nebraska Tax Free, Ohio Tax Free, Oregon Intermediate Tax Free
Senior Equity Portfolio Manager
- Began working in the financial industry in 1987
- B.S. from Santa Clara University; M.B.A. from the University of Minnesota; CFA Institute member
Managed Funds: Mid Cap Value, Large Cap Value
Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1991
- B.A. and M.B.A. from the University of St. Thomas
Managed Funds: Core Bond, Intermediate Term Bond, Total Return Bond
Senior Equity Portfolio Manager
- Began working in the financial industry in 1974
- B.S. from Iowa State University; Institute for Quantitative Research & Finance member
Managed Funds: International, International Select, Quantitative Large Cap Core, Equity Index, Mid Cap Index, Small Cap Index
Equity Portfolio Manager
- Began working in the financial industry in 1998
- B.S. from Metropolitan State University
Managed Funds: International, International Select, Quantitative Large Cap Core, Small Cap Index, Mid Cap Index, Equity Index
Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1988
- B.S. from University of Wisconsin - Madison; CFA Institute member; Chicago Society of Security Analysts member
Managed Funds: High Income Bond
Senior Equity Portfolio Manager
- Began working in the financial industry in 1982
- B.A. from the University of Rochester and M.B.A. from New York University
Managed Funds: Mid Cap Growth Opportunities, Large Cap Growth Opportunities
