Prior to joining the Carlson School, Joe spent more than 30 years in the securities industry. From 1979 to 2002 he worked for American Express Financial Advisors, most recently as the firm’s vice president of mutual fund equities, managing the equity portfolio management, research, and trading areas. Previously, he was a securities analyst for CoreStates Investment Advisors and Wilmington Trust Company. He is a CFA and has his MBA from the Ross School of Business at the University of Michigan.

Jeannette has 17 years of experience in the investment industry as both an analyst and portfolio manager, the last 10 of which were with American Express, where she served as vice president and portfolio manager, fixed income. She was responsible for managing several institutional pension, profit-sharing, and endowment funds with a total return mandate. Her group’s assets totaled $10 billion, and she also managed a balanced mutual fund with fixed income assets of $175 million. Her areas of expertise are in investment grade and high yield bonds. She is a CFA and has her MBA from the Carlson School.

Tim Nantell is a professor of finance at the Carlson School, where he has served on the faculty for 26 years. He was also a primary founder of the Funds Enterprise. His research interests have focused on valuation models and their application, and his early research included work on the relationship between risk and return in the capital markets, measuring the cost of capital and corporate restructuring. Prior to joining the Carlson School, he spent nine years on the faculty of the University of Michigan Graduate School of Business. He holds an MBA and doctorate from the University of Wisconsin.