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-   Senior Management
Fixed Income Portfolio Managers
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  -   Sean O'Connell
  David Schultz
  James Ziegler
  James Kragenbring
  Jon Thompson
  Stephen Thompson
  Lena Harhaj
  Joshua Klaetsch
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Dave Schultz   Dave Schultz, CFA
Vice President, Real Estate and Structured Finance

Dave provides analytical research for commercial mortgage-backed securities, REITs and commercial whole loan mortgage sectors of the fixed income market. He has been in the investment industry since 1993.

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

Professional Experience

  • Advantus Capital Management, Research Analyst
  • American Express, Mortgage Underwriter, Associate Asset Manager
  • Active in the investment industry since 1993

Degrees and Designations

  • Bachelor of Business Administration, Real Estate and Urban Land Economics and Finance, Investment and Banking, University of Wisconsin
  • Chartered Financial Analyst

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