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MBA from the University of St. Thomas; BA from the University of North Dakota, graduating summa cum laude.
CFA® Charterholder and active member of the CFA Society of Minnesota, demonstrating a strong commitment to professional excellence, and ethical standards.
Deep institutional investment experience, with prior responsibility for managing complex portfolios for major endowments, foundations, and other institutional investors.
Janae spends much of her time near Lake Superior. Her passions include paddleboarding, biking, hiking, traveling, creating art, and finding awe-inspiring beauty wherever she goes.
Over 20 years in the Print & Graphics Industry, as well as project management and process improvement.
Cassie enjoys summer cabin trips spent on the lake, discovering new restaurants, and quality time with family. A lifelong writer, she brings creativity and intention to everything she does.
With a decade of marketing experience across consumer retail, medical device, financial advisory industries and beyond, Cassie brings a strategic, results-driven approach to brand building.
Karri brings energy and creativity to everything she does. She enjoys traveling, creating art across a variety of mediums, and always has music playing. Outside the office, she is dedicated to weightlifting and boxing, and most of all, making meaningful memories on endless adventures with her two children,
Karri brings close to three decades of high-level retail leadership experience, shaping her strong foundation in operations, client service, and team leadership.
As an Executive Assistant, she partners with C-level executives to drive operational excellence, streamline communication, and foster strong, lasting relationships.
Dawn is a mom, marathon runner and reader of all things mystery. She enjoys time outside in her garden and biking with her husband.
Outside of work she enjoys lifting weights, drawing, biking, vintage shopping, camping, and spending time with loved ones.
When not enjoying time with her family, including 3 grandsons, Carleen likes to spend her free time exploring new places on motorcycle trips, fishing and fireside chats at the cabin, gardening and visiting the occasional antique shop.
25 years' experience working in an executive assistant role supporting c-suite executives, office management & event planning
Taylor loves lifting weights , hiking with friends, reading, spending time with her family, and going on runs with her dog, Ozzie!
Outside of work Jennifer enjoys spending time with her family, especially her nieces and nephews, taking care of her 3 dogs, running, biking, hiking, traveling anywhere there is a running race and building Lego.
Peter enjoys biking, boating, snowmobiling, camping and cooking. He loves to spend his time outside both working and playing. Peter also enjoys researching and keeping up with current events.
BFA
Nathan stays energized through golf, fishing, skiing, travel, and marathon running. A lifelong Minnesotan, he proudly supports all Minnesota sports teams.
Bachelor of Science in Business and Finance with a minor in Business Analytics, University of Minnesota Carlson School of Management
BFA, bringing a balanced foundation of analytical insight and creative problem-solving
Blake enjoys staying active through workouts and golf, spending time outdoors, and has a soft spot for animals. He is also a dedicated fan of Minnesota sports.
Bachelor of Science in Finance and Management Information Systems with a minor in Risk Management & Insurance, University of Minnesota Carlson School of Management
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