Our fund managers
Our experienced asset managers 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 team
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 was portfolio manager of the high yield portion of Thrivent’s general account (2002-2009). Mr. Lowe also was high yield research manager (2004-2009), and prior to that an investment research analyst (1997-2002). Prior to Thrivent, Mr. Lowe worked as an equity securities analyst at Dain Bosworth, and a reporter and editor at several newspapers.
Portfolios managed
- Thrivent Aggressive Allocation Fund (since 2016)
- Thrivent Moderately Aggressive Allocation Fund (since 2016)
- Thrivent Moderate Allocation Fund (since 2016)
- Thrivent Moderately Conservative Allocation Fund (since 2016)
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.
Portfolios managed
- Thrivent Aggressive Allocation Fund (since 2018)
- Thrivent Moderately Aggressive Allocation Fund (since 2018)
- Thrivent Moderate Allocation Fund (since 2018)
- Thrivent Moderately Conservative Allocation Fund (since 2018)
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.
Portfolios managed
- Thrivent Aggressive Allocation Fund (since 2019)
- Thrivent Moderately Aggressive Allocation Fund (since 2019)
- Thrivent Moderate Allocation Fund (since 2019)
- Thrivent Moderately Conservative Allocation Fund (since 2019)
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 was portfolio manager of the high yield portion of Thrivent’s general account (2002-2009). Mr. Lowe also was high yield research manager (2004-2009), and prior to that an investment research analyst (1997-2002). Prior to Thrivent, Mr. Lowe worked as an equity securities analyst at Dain Bosworth, and a reporter and editor at several newspapers.
Portfolios managed
- Thrivent Balanced Income Plus Fund (since 2013)
- Thrivent Diversified Income Plus Fund ( since 2015)
- Thrivent Opportunity Income Plus Fund (since 2018)
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
- Thrivent Balanced Income Plus Fund (since 2019)
- Thrivent Diversified Income Plus Fund ( since 2022)
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
- Thrivent Opportunity Income Plus Fund (since 2015)
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.
Portfolios managed
- Thrivent Balanced Income Plus Fund (since 2021)
- Thrivent Diversified Income Plus Fund ( since 2021)
- Thrivent Opportunity Income Plus Fund (since 2021)
EQUITY FUNDS
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.
Portfolio managed
- Thrivent International Allocation Fund (since 2016)
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
- Thrivent Large Cap Growth Fund (since 2018)
- Thrivent Global Stock Fund (since 2018)
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
- Thrivent Small Cap Growth Fund (since 2024)
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
- Thrivent Small Cap Stock Fund (since 2013)
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
- Thrivent Mid Cap Stock Fund (since 2004)
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
- Thrivent International Allocation Fund (since 2024)
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
- Thrivent Mid Cap Value Fund (since 2022)
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
- Thrivent Small Cap Growth Fund (since 2022)
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
- Thrivent Mid Cap Stock Fund (since 2022)
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
- Thrivent Large Cap Value Fund (since 2013)
- Thrivent Global Stock Fund (since 2013)
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
- Thrivent Large Cap Value Fund (since 2022)
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
- Thrivent Mid Cap Stock Fund (since 2022)
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
- Thrivent Mid Cap Growth Fund (since 2023)
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.
Portfolios managed
- Thrivent International Allocation Fund (since 2016)
- Thrivent Global Stock Fund (since 2018)
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
- Thrivent Mid Cap Growth Fund (since 2021)
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
- Thrivent Large Cap Growth Fund (since 2022)
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
- Thrivent Global Stock Fund (since 2019)
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
- Thrivent Small Cap Stock Fund (since 2015)
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.
Portfolio managed
- Thrivent International Allocation Fund (since 2023)
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
- Thrivent Mid Cap Value Fund (since 2020)
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
- Thrivent Small Cap Stock Fund (since 2023)
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
- Thrivent High Income Municipal Bond Fund (since 2018)
- Thrivent Municipal Bond Fund (since 2022)
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
- Thrivent Limited Maturity Bond Fund (since 2021)
- Thrivent Government Bond Fund (since 2022)
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
- Thrivent High Yield Fund (since 1997)
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
- Thrivent Money Market Fund (since 2003)
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
- Thrivent Limited Maturity Bond Fund (since 2020)
- Thrivent Income Fund (since 2023)
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
- Thrivent High Yield Fund (since 2023)
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.
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
- Thrivent High Income Municipal Bond Fund (since 2023)
- Thrivent Municipal Bond Fund (since 2023)
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.
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
- Thrivent Small-Mid Cap ESG ETF* (since 2023)
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
- Thrivent Small-Mid Cap ESG ETF* (since 2022)
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
- Thrivent Small-Mid Cap ESG ETF* (since 2022)