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Investment Advisory Board

Investment Fund Advisory Board

Directing Our Department With Experience

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


The Investment Management and Scholarship Fund Advisory Board serve 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

​​D'Annunzio Consulting Group, LLC
formerly White Bison Capital, LLC
WWU '10
formerly US Bank
Wealthmark, LLC
Mike Guidon, CFA 
Goldman Sachs
WWU '05
James Falcone, AIF 
Fulcrum Wealth Advisors
WWU '89
Brett Manning, CFA 
Federal Home Loan Bank
WWU '98
Touk Sinantha, CFA 
AltraVue Capital, LLC
Zevenbergen Capital Investments
WWU '10
Russell Investments
Moody's Analytics
Bryce Fegley, CFA, CIPM
Saturna Capital, LLC