Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1989
- B.A. from Albertson's College of Idaho and M.B.A. from Western Washington University; CFA Institute member; Portland Society of Financial Analysts member
Managed Funds: California Tax Free, Ohio Tax Free, Oregon Intermediate Tax Free
Director, Taxable Fixed-Income Credit Research
- Began working in the financial industry in 1977
- B.A. from the University of Minnesota and M.B.A. from the University of St. Thomas; CFA Institute member; CFA Society of Minnesota member
Managed Funds: High Income Bond
Chief Economist and Chief Investment Strategist
- Began working in the financial industry in 1992
- B.A. from the University of Minnesota and M.A. from Baylor University; CFA Institute member
Managed Funds: International, International Select, Quantitative Large Cap Core, Strategy Aggressive Growth Allocation, Strategy Balanced Allocation, Strategy Conservative Allocation, Strategy Growth Allocation
Director of Institutional Cash Management, Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1994
- B.S. from the University of Wisconsin - La Crosse; CFA Institute member; CFA Society of Minnesota member
Senior Equity Portfolio Manager
- Began working in the financial industry in 1981
- B.A. from Concordia College and M.B.A. from the University of Minnesota Carlson School of Management; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Equity Income
Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1984
- B.S. from the University of the Philippines and M.B.A. from the University of Minnesota; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Core Bond, Inflation Protected Securities, Intermediate Government Bond, Intermediate Term Bond, Total Return Bond
Equity Portfolio Manager
- Began working in the financial industry in 1994
- B.S. from the University of Minnesota Carlson School of Management; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Small Cap Growth Opportunities
Equity Portfolio Manager
- Began working in the financial industry in 1988
- B.B.A. from the University of Michigan and M.B.A. from the University of Chicago; CFA Institute member; Milwaukee Investment Analysts Society member
Managed Funds: Small Cap Growth Opportunities
Senior Equity Portfolio Manager
- Began working in the financial industry in 1993
- B.S. and M.B.A. from the University of Texas - Dallas; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Mid Cap Value, Large Cap Value
Senior Equity Portfolio Manager
- Began working in the financial industry in 1989
- B.A. from the University of St. Thomas and M.B.A from the University of Minnesota
Managed Funds: Mid Cap Growth Opportunities, Large Cap Growth Opportunities
Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1981
- B.S. from Winona State University; CFA Institute member
Managed Funds: Core Bond, Short Term Bond, Total Return Bond, Intermediate Government Bond
Senior Fixed-Income Portfolio Analyst
- Began working in the financial industry in 1992
- B.A. from the University of St. Thomas; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Short Term Bond
Senior Fixed-Income Trader
- Began working in the financial industry in 1993
- B.A. from the University of St. Thomas; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Intermediate Government Bond
Managing Director, Head of Short-Term Fixed Income
- Began working in the financial industry in 1987
- B.S. from the University of Wisconsin - La Crosse and M.B.A. from the University of Minnesota; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Government Obligations, Prime Obligations, Tax Free Obligations, Treasury Obligations, U.S. Treasury Money Market
Senior Fixed-Income Portfolio Manager
- Began working in the financial industry in 1986
- B.A. from the University of St. Thomas and an M.B.A. from Columbia University Graduate School of Business; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Core Bond, Total Return Bond
