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-   Senior Management
Fixed Income Portfolio Managers
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  -   Lynne Mills
  -   Marilyn Froelich
  -   Ted Hoxmeier
  -   Joe Gogola
  -   Kathy Parker
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Joe Gogola   Joseph Gogola, CFA
Vice President and Portfolio Manager, Insurance Advisory

Joe manages investment portfolios for Insurance Advisory clients. His responsibilities include developing investment strategies, selecting securities and sector allocations, buy/sell decisions, credit reviews and performance management. He is a member of the Advantus Credit and Technology Committees.

Joe is a CFA Charterholder, and a member of the CFA Institute and CFA Society of Minnesota.

Professional Experience

  • CUNA Mutual Group,
    Senior Investment Officer
    Fixed Income Portfolio Manager
    Securities Analysts
  • Active in the investment industry since 1979

Degrees and Designations

  • Master of Business Administration, University of Wisconsin
  • Bachelor of Business Administration, University of Wisconsin
  • Chartered Financial Analyst

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