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Investment Professionals
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MCA President & CUNA Mutual Group Chief Investment Officer
David Marks

Asset Management

Managing Director &
Chief Operating Officer, Asset Managment
CUNA Mutual Group
James Metz

Private Asset Classes

Managing Director Private Asset Classes John Petchler
Director Private Placements Jim McDonald	Director Private Placements David Patch	Director Private Placements Allen R. Cantrell
Analyst Private Placements & Economist Jeremy Stark	Director Comm. Mortgages & Real Estate Dan Larson	Director Real Estate Paul Jahnke
Managing Director Comm. Mortgages & Real Estate Tom Jensen	Senior Analyst Commercial Mortgages Lee Kobza	Analyst Real Estate Kevin Coombe
Junior Analyst Commercial Mortgages andReal Estate Peter J. Payleitner

Equities


Managing Director Portfolio Manager, Equities Scott Opsal	Senior Analyst Equities Research Touk Sinantha	Senior Analyst Equities Research Jonathan M. Younkman
Managing Director Portfolio Manager Bruce Ebel	Managing Director Portfolio Manager John Brown	Managing Director Portfolio Manager Livia Asher
Managing Director Equities Research Dan Julie	Senior Analyst Equities Research Andy Romanowich	Senior Trader Equities Sherry Bednarski
Analyst Equities Research Adam C. Sweet	Trader Equities Valeah R. Foy

Fixed Income

Managing Director Portfolio Manager Mark Prusha
Director Portfolio Manager Michael Warmuth	Director Portfolio Manager Ed Meier	Managing Director Portfolio Manager Thomas Webber
Managing Director Fixed Income Research David Voge	Senior Analyst Fixed Income Research Jeanne Mraz	Managing Director Portfolio Manager Jack Call
Director Fixed Income Research Julie Cook	Senior Analyst Fixed Income Jeremy Whitish	Senior Analyst Fixed Income Research Jason Micks
Senior Analyst Fixed Income Research Stan Van Aartsen	Director Fixed Income Research Stuart Rossmiller

Funds Group

Managing Director Managed Accounts & Mutual Funds Scott Powell

Managed Accounts Team Investments/Operations		Sales and Marketing
Director, Portfolio Manager Managed Accounts David Schlimgen		National Sales Manager Fee Based Investment Product Deborah Withey
Senior Analyst Managed Accounts Patrick Ryan		Program Specialist Managed Accounts Denise Mazzara
Operations Manager/Trader Managed Accounts Kären Morrison

Mutual Funds Team Product Sales & Marketing Support		Mutual Funds Operations
VP, Mutual Funds Product Manager Robert Tuszynski, CPA		Director Mutual Fund Operations Holly Baggot
		Operations Associate Mutual Funds Transfer Agent Mary Jo Staniszewski
		Operations Associate Mutual Fund Administration Cheryl Gilge

Quantitative Strategies

Managing Director Quantitative John Gamble	Managing Director Quantitative Kurt Lin
Senior Analyst, Quantitative Vitaly Kholodovsky

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