Faculty and Staff
The Carlson Funds Enterprise operates under the guidance of experienced professional and academic directors.
Jerry Caruso, Managing Director, Carlson Funds Enterprise
Prior to joining the Carlson School, Jerry was a middle market investment banker with both mergers and acquisitions and broad capital markets expertise. He spent most of his 25-year career at Lazard Middle Market (formerly Goldsmith Agio Helms LLC) where he was a Managing Director. Other professional experience includes RBC Dain Rauscher, Coopervision, Inc., and JP Morgan. Jerry received his MBA from the University of Chicago and BA from Northwestern University.
Susanna Gibbons, CFA, Program Director, Carlson School Fixed Income Fund
Susanna previously led GBC Global Asset Management’s fixed income Credit Research Team. Susanna’s research responsibilities included banking, energy, finance, and utilities. She has extensive capital markets experience. Susanna joined RBC GAM in 2007 from Jeffrey Slocum & Associates, where she was the director of fixed income research. She also held several senior credit and portfolio management positions at The St. Paul Companies. Susanna began her career in the investment industry in 1985. She earned a BA from Bryn Mawr College and an MBA from the New York University Stern School of Business. Susanna is a CFA charterholder.
Tim Nantell, Professor
Timothy Nantell has worked at the University of Minnesota since 1983 and has held numerous positions with the Carlson School such as: Acting Dean, Associate Dean of Faculty, Finance Department Chairperson, and Faculty Director of the MBA Program. He also helped found the Carlson Funds Enterprise. His current research and teaching interests concern valuation models and their application. Tim earned his BA in Mathematics, MBA in Finance, and PHD in Finance from the University of Wisconsin.
Rick Nelson, Senior Lecturer
Rick Nelson is a Senior Lecturer in Finance and Director of Undergraduate Finance Programs, Department of Finance, Carlson School of Management, University of Minnesota. He joined the Carlson School of Management faculty in 1997 and has over fifteen years of experience teaching numerous International, Executive MBA, MBA, Undergraduate and Executive Education courses in Finance. Prior to joining the Carlson School of Management, Mr. Nelson held various senior management positions at companies such as ReliaStar Financial (now ING), MTS Systems Corp, and Lerch Brothers Inc. He received his BSB and MBA from the Carlson School of Management.