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
 
WWU '10
 
US Bank
 
Wealthmark, LLC
 
Mike Guidon, CFA 
Goldman Sachs
WWU '05
 
James Falcone, AIF 
Fulcrum Wealth Advisors
WWU '89
 
Don Hardy, CFA (Retired)
Frank Russell Co.
 
Brett Manning, CFA 
Federal Home Loan Bank
WWU '98
 
Erwin Martens (Retired)
TIAA-CREF
 
Paul Meeks, CFA, MBA
Chief Investment Officer & Portfolio Manager - Sloy, Dahl & Holst
 
Touk Sinantha, CFA 
GW Capital, Inc.
 
Anthony Zackery, CFA 
Zevenbergen Capital Investments
WWU '10