ABOUT US
Our fund managers & research team
Our experienced fund managers, researchers, and analysts 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 140 investment professionals:
- More than 80% possess 10+ years of service
- More than 50% have 20+ years of investment experience
- More than 80% hold the Chartered Financial Analyst designation, an advanced degree, or both
Meet the team
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:
- Thrivent High Income Municipal Bond Fund (since 2018)
- Thrivent Municipal Bond Fund (since 2022)
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:
- Thrivent Small-Mid Cap ESG ETF* (since 2023)
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 fund:
- Thrivent International Allocation Fund (since 2016)
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:
- Thrivent Large Cap Growth Fund (since 2018)
- Thrivent Global Stock Fund (since 2018)
Patrick Farley, CFA
Mr. Farley joined Thrivent in 2018, serving as a senior portfolio manager.
Mr. Farley serves as portfolio manager of the following fund:
- Thrivent Small Cap Growth Fund (since 2024)
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:
- Thrivent Small Cap Stock Fund (since 2013)
- Thrivent Small-Mid Cap ESG ETF* (since 2022)
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:
- Thrivent Mid Cap Stock Fund (since 2004)
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:
- Thrivent Limited Maturity Bond Fund (since 2021)
- Thrivent Government Bond Fund (since 2022)
Nicholas 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:
- Thrivent Mid Cap Value Fund (since 2022)
Shu Guo
Mr. Guo joined Thrivent in 2022, serving as a senior portfolio manager.
Mr. Guo serves as a portfolio manager of the following fund:
- Thrivent International Allocation Fund (since 2024)
Michael Hubbard
Mr. Hubbard joined Thrivent in 2018, serving as a senior portfolio manager.
He serves as a portfolio manager of the following fund:
- Thrivent Small Cap Growth Fund (since 2022)
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:
- Thrivent Mid Cap Stock Fund (since 2022)
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:
- Thrivent Large Cap Value Fund (since 2013)
- Thrivent Global Stock Fund (since 2013)
Thomas Lieu
Mr. Lieu joined Thrivent in 2019, serving as a senior portfolio manager.
He serves as a portfolio manager of the following fund:
- Thrivent Large Cap Value Fund (since 2022)
Stephen D. Lowe, CFA
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.
Mr. Lowe serves as a portfolio manager of the following funds:
- Thrivent Balanced Income Plus Fund (since 2013)
- Thrivent Diversified Income Plus Fund (since 2015)
- 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)
- Thrivent Opportunity Income Plus Fund (since 2018)
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:
- Thrivent Mid Cap Stock Fund (since 2022)
Mark Militello, CFA
Mr. Militello joined Thrivent in 2022 and is a senior portfolio manager.
Mr. Militello serves as a portfolio manager of the following fund:
- Thrivent Mid Cap Growth Fund (since 2023)
Charles (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:
- Thrivent Small-Mid Cap ESG ETF* (since 2022)
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:
- Thrivent Global Stock Fund (since 2018)
- Thrivent International Allocation Fund (since 2016)
Roger Norberg
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.
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:
- Thrivent High Yield Fund (since 1997)
Tracy Pamperl
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.
David S. Royal
Mr. Royal joined Thrivent in 2006. He is the Chief Financial Officer and Chief Investment Officer at Thrivent.
Mr. Royal serves as a portfolio manager of the following funds:
- 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)
Siddartha Sinha, CFA
Mr. Sinha joined Thrivent in 2015, serving as a senior portfolio manager.
He serves as a portfolio manager of the following fund:
- Thrivent Mid Cap Growth Fund (since 2021)
Jaimin Soni
Mr. Soni joined Thrivent in 2019, serving as a senior portfolio manager.
He serves as a portfolio manager of the following fund:
- Thrivent Large Cap Growth Fund (since 2022)
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:
- 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)
- Thrivent Balanced Income Plus Fund (since 2019)
- Thrivent Diversified Income Plus Fund (since 2022)
- Thrivent Global Stock Fund (since 2019)
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:
- Thrivent Money Market Fund (since 2003)
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:
- Thrivent Limited Maturity Bond Fund (since 2020)
- Thrivent Income Fund (since 2023)
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:
- Thrivent Small Cap Stock Fund (since 2015)
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:
- Thrivent High Yield Fund (since 2023)
Jing Wang, CFA
Mr. Wang joined Thrivent in 2019 and is a senior portfolio manager.
Mr. Wang serves as portfolio manager of the following fund:
- Thrivent International Allocation Fund (since 2023)
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:
- Thrivent Opportunity Income Plus Fund (since 2015)
- Thrivent Income Fund (since 2017)
- Thrivent Government Bond Fund (since 2023)
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:
- Thrivent Balanced Income Plus Fund (since 2021)
- Thrivent Diversified Income Plus Fund (since 2021)
- Thrivent Opportunity Income Plus Fund (since 2021)
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:
- High Income Municipal Bond Fund (since 2023)
- Municipal Bond Fund (since 2023)
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:
- Thrivent Mid Cap Value Fund (since 2020)
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:
- Thrivent Small Cap Stock Fund (since 2023)
*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:
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- 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.
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