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Our fund managers & research team

Our experienced fund managers, researchers, and analysts are deeply immersed in their industries of focus. They 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 140 investment professionals with:

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

Meet the teams

ASSET ALLOCATION FUNDS

Stephen Lowe, CFA
Chief Investment Strategist

Stephen Lowe, CFA | Chief Investment Strategist

Professional details
Mr. Lowe joined Thrivent in 1997. He is the Chief Investment Strategist and has served as a 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.


David Royal
Chief Investment Strategist

David Royal
Chief Financial Officer & Chief Investment Officer

David Royal | Chief Financial Officer & Chief Investment Officer

Professional details
Mr. Royal joined Thrivent in 2006. He is the Chief Financial Officer and and Chief Investment Officer at Thrivent.


Our Fund Managers Page: David R. Spangler, Desktop

David Spangler, CFA
Head of Mixed Assets & Market Strategies

David Spangler, CFA
Head of Mixed Assets & Market Strategies

David Spangler, CFA | Head of Mixed Assets & Market Strategies

Professional details
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.


INCOME PLUS FUNDS

Stephen Lowe, CFA
Chief Investment Strategist

Stephen Lowe, CFA | Chief Investment Strategist

Professional details
Mr. Lowe joined Thrivent in 1997. He is the Chief Investment Strategist and has served as a 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.


Our Fund Managers Page: David R. Spangler, Desktop

David Spangler, CFA
Head of Mixed Assets & Market Strategies

David Spangler, CFA | Head of Mixed Assets & Market Strategies

Professional details
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.

Portfolios managed


Headshot of fund manager Kent White

Kent White, CFA
Vice President, Fixed Income Mutual Funds

Kent White, CFA | Vice President, Fixed Income Mutual Funds

Professional details
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.

Portfolio managed


Theron Whitehorn, CFA
Senior Portfolio Manager

Theron Whitehorn, CFA | Senior Portfolio Manager

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


EQUITY FUNDS

Our Fund Managers Page: Brian W. Bomgren, Desktop

Brian Bomgren, CQF
Senior Portfolio Manager

Brian Bomgren, CQF | Senior Portfolio Manager

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

Portfolios managed


Headshot of Lauri Brunner, Senior Portfolio Manager

Lauri Brunner
Senior Portfolio Manager

Lauri Brunner | Senior Portfolio Manager

Professional details
Ms. Brunner joined Thrivent in 2007 serving as a research analyst covering large cap consumer discretionary and consumer staples companies.

Portfolios managed


Headshot of fund manager Patrick Farley

Patrick Farley, CFA
Senior Portfolio Manager

Patrick Farley, CFA | Senior Portfolio Manager

Professional details
Mr. Farley joined Thrivent in 2018, serving as a senior portfolio manager.

Portfolio managed


Our Fund Managers Page: Matthew Finn, Desktop

Matt Finn, CFA
Vice President, Head of Equity Mutual Funds

Matt Finn, CFA | Vice President, Head of Equity Mutual Funds

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

Portfolio managed


Our Fund Managers Page: Brian J. Flanagan, Desktop

Brian Flanagan, CFA
Senior Portfolio Manager

Brian Flanagan, CFA | Senior Portfolio Manager

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

Portfolio managed


Shu Guo
Senior Portfolio Manager

Shu Guo | Senior Portfolio Manager

Professional details
Mr. Guo joined Thrivent in 2022, serving as a senior portfolio manager.

Portfolio managed


Nicholas Griffith, MD, CFA
Senior Portfolio Manager

Nicholas Griffith, MD, CFA | Senior Portfolio Manager

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

Portfolio managed


Michael Hubbard
Senior Portfolio Manager

Michael Hubbard | Senior Portfolio Manager

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

Portfolio managed


Vikram Kaura
Senior Portfolio Manager

Vikram Kaura | Senior Portfolio Manager

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

Portfolio managed


Our Fund Managers Page: Kurt J. Lauber, Desktop

Kurt Lauber, CFA
Senior Portfolio Manager

Kurt Lauber, CFA | Senior Portfolio Manager

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

Portfolios managed


Thomas Lieu, CFA
Senior Portfolio Manager

Thomas Lieu, CFA | Senior Portfolio Manager

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

Portfolio managed


J.P. McKim, CFA
Senior Portfolio Manager

J.P. McKim, CFA | Senior Portfolio Manager

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

Portfolio managed


Headshot of fund manager Mark Militello

Mark Militello, CFA
Senior Portfolio Manager

Mark Militello, CFA | Senior Portfolio Manager

Professional details
Mr. Militello joined Thrivent in 2022 and is a senior portfolio manager. 

Portfolio managed


Our Fund Managers Page: Noah J. Monsen, Desktop

Noah Monsen, CFA
Senior Portfolio Manager

Noah Monsen, CFA | Senior Portfolio Manager

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


Siddartha Sinha, CFA
Senior Portfolio Manager

Siddartha Sinha, CFA | Senior Portfolio Manager

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

Portfolio managed


Jaimin Soni
Senior Portfolio Manager

Jaimin Soni | Senior Portfolio Manager

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

Portfolio managed


Our Fund Managers Page: David R. Spangler, Desktop

David Spangler, CFA
Head of Mixed Assets & Market Strategies

David Spangler, CFA | Head of Mixed Assets & Market Strategies

Professional details
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.

Portfolio managed


James Tinucci, CFA
Senior Portfolio Manager

James Tinucci, CFA | Senior Portfolio Manager

Professional details
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.

Portfolio managed


Jing Wang, CFA
Senior Portfolio Manager

Jing Wang, CFA | Senior Portfolio Manager

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

Portfolios managed


Graham Wong, CFA
Senior Portfolio Manager

Graham Wong, CFA | Senior Portfolio Manager

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

Portfolio managed


Headshot of fund manager Katelyn Young

Katelyn Young, CPA
Senior Portfolio Manager

Katelyn Young, CPA | Senior Portfolio Manager

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

Portfolio managed


FIXED INCOME FUNDS

Johan Åkesson, CFA
Senior Portfolio Manager

Johan Åkesson, CFA | Senior Portfolio Manager

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

Portfolios managed


Jon-Paul (JP) Gagne
Senior Portfolio Manager

Jon-Paul (JP) Gagne | Senior Portfolio Manager

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

Portfolios managed


Stephen Lowe, CFA
Chief Investment Strategist

Stephen Lowe, CFA | Chief Investment Strategist

Professional details
Mr. Lowe joined Thrivent in 1997. He is the Chief Investment Strategist and has served as a 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.

Portfolio managed


Paul Ocenasek, CFA
Senior Portfolio Manager

Paul Ocenasek, CFA | Senior Portfolio Manager

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

Portfolio managed


Our Fund Managers Page: William D. Stouten, Desktop

William Stouten
Senior Portfolio Manager

William Stouten | Senior Portfolio Manager

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

Portfolio managed


Courtney Swensen, CFA
Senior Portfolio Manager

Cortney Swensen, CFA | Senior Portfolio Manager

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

Portfolios managed


Headshot of fund manager Paul Tommerdahl

Paul Tommerdahl, CFA
Senior Portfolio Manager

Paul Tommerdahl, CFA | Senior Portfolio Manager

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

Portfolio managed


Headshot of fund manager Kent White

Kent White, CFA
Vice President, Fixed Income Mutual Funds

Kent White, CFA | Vice President, Fixed Income Mutual Funds

Professional details
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.

Portfolios managed


Theron Whitehorn, CFA
Senior Portfolio Manager

Theron Whitehorn, CFA | Senior Portfolio Manager

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

Portfolio managed


Headshot of fund manager Stephanie Woeppel

Stephanie Woeppel
Senior Portfolio Manager

Stephanie Woeppel | Senior Portfolio Manager

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

Portfolios managed


ETFs

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

Click for more important info. >
  • You may have to pay more money to trade the fund’s shares. This fund provides less information to traders, who tend to charge more for trades when they have less information.
  • The price you pay to buy fund shares on an exchange may not match the value of the fund’s portfolio. The same is true when you sell shares. These price differences may be greater for this fund 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 fund publishes on its website each day a “Proxy Portfolio” designed to help trading in shares of the fund. While the Proxy Portfolio includes some of the fund’s holdings, it is not the fund’s actual portfolio.

The differences between this fund and other ETFs may also have advantages. By keeping certain information about the fund nontransparent, this fund may face less risk that other traders can predict or copy its investment strategy. This may improve the fund’s performance. If other traders are able to copy or predict the fund’s investment strategy, however, this may hurt the fund’s performance.

For additional information regarding the unique attributes and risks of the fund, see the Principal Risks section of the prospectus.

Headshot of fund manager Simon Bizien

Simon Bizien, CFA
Senior Portfolio Manager

Simon Bizien, CFA | Senior Portfolio Manager

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

Portfolio managed


Our Fund Managers Page: Matthew Finn, Desktop

Matt Finn, CFA
Vice President, Head of Equity Mutual Funds

Matt Finn, CFA | Vice President, Head of Equity Mutual Funds

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

Portfolio managed


Chad Miller, CFA
Senior Portfolio Manager

Charles (Chad) Miller, CFA | Senior Portfolio Manager

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

Portfolio managed


RESEARCH

Headshot of Roger Norberg, Director of Research at Thrivent

Roger Norberg
Senior Portfolio Manager

Roger Norberg | Director of Equity Research

Mr. Norberg joined Thrivent in 2020 serving as the Director of Equity Research for Thrivent. He attended the University of Minnesota studying economics, went on to earn a Masters in Business Administration at the University of Chicago Booth School of Business, and got his start in the industry in 1993.


Headshot of Tracy Pamperl, Director of Fixed Income Research

Roger Norberg, CFA
Senior Portfolio Manager

Tracy Pamperl | Director of Fixed Income Research

Ms. Pamperl joined Thrivent in 2023 serving as the Director of Fixed Income Research for Thrivent. She attended the University of Florida studying finance and economics, and earned her Masters in Business Administration at Rutgers Business School. She has worked in the industry since 2001.


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