BRIAN HOLLAND, FACULTY ADVISOR

CURRENT ROLES:

  • Associate Professor of Business, Department of Business & Economics, Bethel University

  • Student Managed Investment Fund, Faculty Advisor, Bethel University

EXPERIENCE:

Brian Holland is experienced, teaching at Bethel University for over 35 years. He excels at working in Healthcare finance, valuation modeling, working capital issues, and consulting with small businesses. In addition to being a faculty advisor for the Royals Investment Fund, he is a coach and mentor for the CFA Research Challenge. Brian strives to integrate the Christian worldview and finance.

EDUCATION:

  • B.S., Indiana University, Managerial Finance

  • M.B.A., Indiana University, Management and Administration

Drew Whitson, Faculty Advisor

CURRENT ROLES:

  • Associate Professor of Finance, Bethel University

  • Student Managed Investment Fund, Faculty Advisor, Bethel University

  • Co-Founder and Principal of Endurus Capital

EXPERIENCE:

Drew Whitson…

EDUCATION:

  • B.A., Bethel University, Economics & Finance

  • M.B.A, University of Minnesota - Carlson School of Management, Finance

Dean Junkans, Founder Emeritus

CURRENT ROLES:

  • Chair, Investment Committee, Bethel University Foundation

  • Adjunct Professor and Executive In Residence, Department of Business & Economics, Bethel University

  • Independent Director, Cohen & Steers Funds, NYC

  • Advisory Board, SigFig, San Francisco

  • Cancer Peer-to-Peer Mentor, University of Minnesota Health

  • Cancer Support Group Team Leader, Masonic Cancer Center, University of Minnesota

EXPERIENCE:

Over 30 years of investment industry experience, including direct research and portfolio management across all major asset classes.  Significant investment industry leadership experience at multiple organizations, retiring at the end of 2014 as Chief Investment Officer of Wealth, Brokerage and Retirement at Wells Fargo.

Published author of two investment books.  Also, authored significant industry paper on the role of asset allocation versus security selection and market timing for The Journal of Wealth Management.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • M.S., Agricultural & Applied Economics, Purdue University

  • B.S., Economics & Agricultural Economics, University of Wisconsin at River Falls

Lucas Bunting, CFA, professional director

CURRENT ROLES:

  • Quantitative Research Analyst at Thrivent

EXPERIENCE:

Lucas is responsible for building, testing, and deploying quantitative equity models for Thrivent's Systematic Alpha team. He is also pursuing a Master's in Financial Mathematics at the University of Minnesota. Prior to his role at Thrivent, Lucas conducted quantitative and fundamental research at Mairs & Power. He began his career at Wells Fargo Private Bank, working with a team to develop full-balance-sheet solutions for high-net-worth individuals. He is a Co-Founder of the Royals Investment Fund.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • B.A., Bethel University, Economics and Finance

Andrew Walker, CFA, Professional Director

CURRENT ROLES:

  • Chief Investment Officer, Parable Wealth Partners

EXPERIENCE:

Andrew is responsible for the management of all investment strategies at Parable Wealth Partners. He balances his time between investment research, asset allocation analysis, and acting as a primary investment resource for the firm’s advisors and clients. Prior to Parable Wealth, Andrew was a Senior Investment Analyst focusing on manager due diligence and asset allocation work. Among other things, he helped build out a strategically aligned private equity portfolio within the firm’s operating portfolio. Earlier in his career, Andrew held roles in equity research and investment operations.

EDUCATION:

  • Chartered Financial Analyst® (CFA)

  • B.A., Bethel University, Economics and Finance (2013)

    • Minor in Computer Science

Professional Oversight

Erica Bergsland

  • Research and Portfolio Management

Paul Tommerdahl

  • Research and Portfolio Management