Investment Advisory Board

Investment Fund Advisory Board

Directing Our Department With Experience

The Investment Management and Scholarship Fund Advisory Board serves as mentors for students who analyze the portfolio on a quarterly basis and review current and future investments for the fund.

 

Current Advisory Board Members

The College of Business and Economics (CBE) Investment Management and Scholarship Endowment Fund was established to:

  1. Establish ongoing mentoring relationships between the investment management and finance community and students who prepare quarterly presentations for the Board
  2. Provide a real life investment learning experience for students
  3. Serve as a source of funding for annual scholarships to students in CBE
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  • Holly D'Annunzio, CFAO
    D'Annunzio Consulting Group, LLC
  • Thomas Bajema, CFP, MBA

    Financial Advisor, Certified Financial PlannerTM practitioner An Ameriprise Private Wealth Advisory Practice

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  • Ben Bortner, CFA (WWU '10)
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  • Michael Cromer, CFA
    US Bank
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  • Ben Esget (WWU MBA '04)
    Wealthmark, LLC
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  • Mike Guidon, CFA (WWU '05)
    Goldman Sachs
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  • James Falcone, AIF (WWU '89)
    Fulcrum Wealth Advisors
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  • Don Hardy CFA (Retired)
    Frank Russell Co.
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  • Brett Manning, CFA (WWU '98)
    Federal Home Loan Bank
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  • Erwin Martens (Retired)
    TIAA-CREF
  • Paul Meeks, CFA, MBA

    Chief Investment Officer & Portfolio Manager - Sloy, Dahl & Holst

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  • Touk Sinantha CFA (WWU '98)
    GW Capital, Inc.
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  • Anthony Zackery, CFA (WWU '10)
  • Zevenbergen Capital Investments
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