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 125 investment professionals:
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:
Simon A. Bizien, CFA
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:
Brian J. Flanagan, CFA
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
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
Charles (Chad) Miller, CFA
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:
Roger Norberg, CFA
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
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 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:
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:
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
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
Jing Wang, CFA
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:
Graham Wong, CFA
Katelyn R. Young, CPA
*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:
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.