My professional expertise in the field of investments and finance spans a wide range of experiences. I’ve led investment programs at public pension funds, corporate retirement plans, and foundations. I’ve been an innovator in the application of practical portfolio management techniques. I have been a thought leader in plan design for retirement plans. I’ve developed and managed financial well-being programs at corporations and credit unions. I’ve served as a staff member, a board member, and a consultant. I’ve written technical textbooks and journal articles as well as lighter how-to books. I’ve taught classes at the graduate and undergraduate levels and given numerous professional presentations to business groups large and small. I’ve even run for, and was elected to, a seat on a city council espousing a platform of financial responsibility. In my last corporate role, I was Senior Director, Benefits, at Target Corporation, where I supervised the administration of the company’s qualified and non-qualified retirement plans, health plans, and absence management plans as well as directed the investment programs of the company’s $10+ billion defined-benefit and defined-contribution plans. Before that I was a managing partner of Richards & Tierney, a Chicago-based pension consulting firm specializing in quantitative risk control techniques. Prior to that position, I was assistant executive director of the Minnesota State Board of Investment, which manages the pension assets of Minnesota public employees. I've published numerous articles about pension management and co-authored the textbooks Investments and Fundamentals of Investments with William F. Sharpe and Gordon J. Alexander. I also co-authored the Research Foundation of CFA Institute publications A Primer for Investment Trustees and Controlling Misfit Risk in Multiple-Manager Investment Programs. I am a member of the CFA Institute Research Foundation board of trustees and a director of the University of Minnesota Foundation Investment Advisers. I received a BA in economics from Oakland University and an MA in economics and MBA in finance from the University of Minnesota.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience