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
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 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
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
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
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
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 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
