Erica Bergsland

CURRENT ROLES:

  • Director, Research & Trading, Advantus Capital Management

  • Mentor, Carlson Funds Enterprise – Fixed Income Fund

  • Financial Leadership Committee, Women’s Foundation of Minnesota

EXPERIENCE:

Over 30 years of investment industry experience focused on fixed income assets including corporate bonds and structured securities across the risk spectrum.  Leadership role includes research team development, responsibility for trading activities, and integrated research platform development.  Member of the Senior Management Committee of Advantus Capital Management.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • M.B.A., University of Minnesota, Carlson School of Management

  • B.A. Economics & International Relations, University of Wisconsin, Madison


Lucas Bunting

CURRENT ROLES: 

  • Quantitative Equity Analyst, Mairs and Power

EXPERIENCE:

Prior to joining Mairs and Power, Mr. Bunting served at Wells Fargo Private Bank as an Investment Specialist on a team of financial professionals who offered full balance sheet solutions to high net worth clients and institutions. Before that, he interned at Rocket Capital in Wayzata, Minnesota as a Portfolio Analyst, where he specialized in quantitative valuation and new client acquisition. He began his career in the Investment Management industry as an intern at Stone Arch Private Wealth, a wealth management advisory firm associated with Ameriprise Financial, where he developed client relationship and mutual fund analysis expertise.

EDUCATION:

  • B.A. in Economics & Finance, 2016 Academic Excellence Award, Bethel University in St. Paul, Minnesota.

  • Passed all three levels of the Chartered Financial Analyst® (CFA) exams, and can apply for the Charter once he meets the experience requirement (4 years).


Janice Guimond

CURRENT ROLES:

  • Vice President & Chief Operating Officer, Thrivent Asset Management, LLC

EXPERIENCE:

Janice has been in the investment industry since 1989 in various roles.  Currently her key responsibilities include Investment Systems & Solutions, Securities Operations, Portfolio Reporting, and Portfolio Compliance.  Prior to joining Thrivent, Janice served as Director of Information Technology and Vice President of Investment Systems & Services for Investment Advisers, Inc. (IAI) in Minneapolis, and subsequently she was an independent consultant in the financial services industry. 

EDUCATION:

  • M.B.A. in Management Information Systems (MIS), Carlson School of Management, University of Minnesota.


Matt Lindquist

CURRENT ROLES:

  • Analyst, Invenshure, Minneapolis

EXPERIENCE:

Graduated from Minnesota State University, Mankato in 2014, founded 3 organizations, lead others, created the accounting/budgeting system for (the Dean of) the College of Business, and gave the graduation commencement address.  At Invenshure, model all revenue forecasts, budgets, valuations as well as handle risk management and the accounting for one of Invenshure’s portfolio companies.

EDUCATION:

  • B.S., Finance – Investment Analysis, Minnesota State University - Mankato


Steve Landberg

CURRENT ROLES:

  • Chief Manager and Principal — Palisade Asset Management, LLC

  • Board of Governors — Bethel University Foundation

  • Chair, Audit Committee — Bethel University Foundation

  • Member, Investment Committee — Bethel University Foundation

EXPERIENCE:

Steve Landberg is currently serving as a managing partner for Palisade Asset Management, LLC, and co-manager of Palisade’s High Quality Growth Equity strategy. With over thirty years of portfolio management experience, he has served in leadership roles with U.S. Trust, BNC National Bank, and Resource Bank and Trust. Mr. Landberg began his career at Arthur Andersen & Co.  He currently is a member of CFA Institute, CFA Society Minnesota, Minnesota Society of CPAs, and American Institute of Certified Public Accountants.

EDUCATION:

  • CFA® charterholder

  • Certified Public Accountant (Inactive)

  • B.A., Business, Bethel University


Teri Richardson

CURRENT ROLES:

  • Senior Investment Consultant, Advanced Capital Group (ACG)

  • Director, Board of Directors, CFA Society of Minnesota

EXPERIENCE:

Teri Richardson advises clients on investment manager selection and performance evaluation, investment policy, and asset allocation of retirement plan assets and Native American tribal trusts.  In addition, she is responsible for asset allocation development and ongoing monitoring of custom risk and age based portfolios; and for oversight of investment manager research. Teri’s experience with institutional investment management began at Northwest Airlines where she held Treasury department positions culminating as Director of Cash & Pension Investments overseeing $10 billion in defined benefit and defined contribution assets.  After more than thirteen years with the airline, Ms. Richardson moved to the Minnesota State Board of Investment where she served as the Assistant Executive Director for three years in which role she oversaw financial and investment management functions for more than $60 billion in State of Minnesota pension, trust and cash accounts. Teri also served six years as a board member and chair of the investment committee for the Women’s Foundation of Minnesota.

EDUCATION:

  • M.B.A. with a Finance emphasis, Carlson School of Management, University of Minnesota

  • B.S. in Mathematics, Carlson School of Management, University of Minnesota.

  • Chartered Financial Analyst® (CFA)