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Read Thrivent Asset Management’s perspective on the debt ceiling. View now (PDF)

ABOUT US

Our fund managers

Our experienced fund managers are deeply immersed in their industries and apply an active management approach to long-term success, viewing the world through the lens of the future to adapt in the present.

Together, they help expertly form and manage a team of more than 125 investment professionals:

  • More than 80% possess 10+ years of service
  • More than 50% have 20+ years of investment experience
  • More than 85% hold the Chartered Financial Analyst designation, an advanced degree, or both

Meet our fund managers

Johan Å. Åkesson, CFA

Mr. Åkesson joined Thrivent in 1993, and has served as portfolio manager and associate portfolio manager during various time periods since 1999.

Mr. Åkesson serves as portfolio manager of the following fund:


Headshot of fund manager Simon Bizien

Simon A. Bizien, CFA

Mr. Bizien joined Thrivent in 2022 and is a senior portfolio manager.

Mr. Bizien serves as a portfolio manager for the following fund:


Our Fund Managers Page: Brian W. Bomgren, Desktop

Brian W. Bomgren, CQF

Mr. Bomgren joined Thrivent in 2006 and is a senior portfolio manager.

Mr. Bomgren serves as a portfolio manager for the following funds:


Lauri Brunner

Ms. Brunner joined Thrivent in 2007 serving as a research analyst covering large cap consumer discretionary and consumer staples companies. In 2018, she was named Senior Portfolio Manager and serves as a portfolio manager of the following funds:


Headshot of fund manager Nick Cai

Nick Cai, CFA

Mr. Cai joined Thrivent in 2021 and is a senior portfolio manager.

Mr. Cai serves as a portfolio manager of the following fund:


Our Fund Managers Page: Matthew Finn, Desktop

Matthew D. Finn, CFA

Mr. Finn joined Thrivent in 2004. He is the Head of Equity Mutual Funds.

Mr. Finn serves as a portfolio manager of the following funds:


Our Fund Managers Page: Brian J. Flanagan, Desktop

Brian J. Flanagan, CFA

Mr. Flanagan joined Thrivent in 1994, serving as a portfolio manager since 2000.

Mr. Flanagan serves as a portfolio manager of the following fund:


Jon-Paul (JP) Gagne

Mr. Gagne joined Thrivent in 2018 serving as a senior research analyst and trader covering securitized assets. He became a portfolio manager in 2021.

Mr. Gagne serves as a portfolio manager for the following fund:


Nick Griffith, MD, CFA

Mr. Griffith joined Thrivent in 2021, serving as a senior portfolio manager.

He serves as a portfolio manager of the following fund:


Michael Hubbard

Mr. Hubbard joined Thrivent in 2018, serving as a senior portfolio manager.

He serves as a portfolio manager of the following funds:


Vikram Kaura

Mr. Kaura joined Thrivent in 2017, serving as a portfolio manager since 2022.

Mr. Kaura serves as a portfolio manager of the following fund:


Our Fund Managers Page: Kurt J. Lauber, Desktop

Kurt J. Lauber, CFA

Mr. Lauber joined Thrivent in 2004. He has previously served as an associate portfolio manager.

Mr. Lauber serves as a portfolio manager of the following funds:


Thomas Lieu

Mr. Lieu joined Thrivent in 2019, serving as a senior portfolio manager.

He serves as a portfolio manager of the following fund:


Our Fund Managers Page: Stephen D. Lowe, Desktop

Stephen D. Lowe, CFA

Mr. Lowe joined Thrivent in 1997. He is the Chief Investment Strategist and has served as the portfolio manager of various Thrivent mutual funds since 2009. He has also been a senior portfolio manager of the high yield portion of Thrivent's general account since 2005. Prior to this position, Mr. Lowe was, since 2004, a high yield research manager and, since 2002, an associate portfolio manager of the high yield portion of the general account.

Mr. Lowe serves as a portfolio manager of the following funds:


J.P. McKim, CFA

Mr. McKim joined Thrivent in 2019, serving as a portfolio manager since 2022.

Mr. McKim serves as a portfolio manager of the following fund:


Chad Miller, CFA

Mr. Miller joined Thrivent in 2013 and is a senior portfolio manager. 

Mr. Miller serves as a portfolio manager of the following fund:


Our Fund Managers Page: Noah J. Monsen, Desktop

Noah J. Monsen, CFA

Mr. Monsen has been with Thrivent since 2000 and has served in an investment management capacity since 2008. 

Mr. Monsen serves as a portfolio manager of the following funds:


Paul J. Ocenasek, CFA

Mr. Ocenasek joined Thrivent in 1987. He has served as a portfolio manager since 1997.

Mr. Ocenasek serves as a portfolio manager of the following funds:


David S. Royal

Mr. Royal joined Thrivent in 2006. He is the Chief Investment Officer of Thrivent Mutual Funds and Chief Financial Officer and Chief Investment Officer of Thrivent.

Mr. Royal serves as a portfolio manager of the following funds:


Siddartha Sinha, CFA

Mr. Sinha joined Thrivent in 2015, serving as a senior portfolio manager.  

He serves as a portfolio manager of the following funds:


Jaimin Soni

Mr. Soni joined Thrivent in 2019, serving as a senior portfolio manager.

He serves as a portfolio manager of the following fund:


Our Fund Managers Page: David R. Spangler, Desktop

David Spangler, CFA

Mr. Spangler joined Thrivent in 2002 serving as Director of Thrivent’s Investment Product Management group.  Currently, he is the Head of Mixed Asset and Market Strategies. In 2019, he was named Senior Portfolio Manager and serves as a portfolio manager of the following funds:


Our Fund Managers Page: William D. Stouten, Desktop

William D. Stouten

Mr. Stouten joined Thrivent in 2001. He was a research analyst and trader for the Thrivent money market funds since 2001.

Mr. Stouten serves as a portfolio manager of the following fund:


Cortney Swensen, CFA

Ms. Swensen joined Thrivent in 2011 serving as a research analyst covering investment grade corporate bonds. She became a portfolio manager in 2016.

Ms. Swensen serves as a portfolio manager for the following funds:


James M. Tinucci, CFA

Mr. Tinucci joined Thrivent in 2014. He previously held various positions at Thrivent from 2007 to 2012. Prior to rejoining Thrivent, Mr. Tinucci was a manager at Deloitte Consulting.

Mr. Tinucci serves as a portfolio manager of the following fund:


Paul Tommerdahl, CFA

Mr. Tommerdahl joined Thrivent in 2016 and is a senior portfolio manager.

Mr. Tommerdahl serves as a portfolio manager of the following fund:


Jing Wang, CFA

Mr. Wang joined Thrivent in 2019 and is a senior portfolio manager.

Mr. Wang serves as a portfolio manager of the following fund:


Kent L White

Kent White, CFA

Mr. White is currently a VP, Fixed Income Mutual Funds, and was previously the Director of Investment Grade Research. He has been with the firm since 1999.

Mr. White serves as a portfolio manager of the following funds:


Theron G. Whitehorn

Mr. Whitehorn joined Thrivent in 2018 serving as Director of Fixed Income Quantitative Research.

Mr. Whitehorn serves as a portfolio manager for the following funds:


Stephanie L. Woeppel

Ms. Woeppel joined Thrivent in 2022 and is a senior portfolio manager.

Ms. Woeppel serves as portfolio manager of the following funds:


Graham Wong, CFA

Mr. Wong joined Thrivent in 2013, serving as a portfolio manager.

Mr. Wong serves as a portfolio manager of the following fund:


Katelyn R. Young, CPA

Ms. Young joined Thrivent in 2022 and is a senior portfolio manager.

Ms. Young serves as portfolio manager of the following fund:

* This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. For example:

 - You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.

 - The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.

 - These additional risks may be even greater in bad or uncertain market conditions.

 - The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.


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