Campuses:

Faculty and Staff

The Carlson Funds Enterprise operates under the guidance of experienced professional and academic directors.

Staff

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.

Hannah Kuether, Program/Project Specialist
 

Prior to joining the Carlson Funds Enterprise, Hannah worked as the Administrative Assistant to the Director at Saint Paul Conservatory for Performing Artists, a public high school, for four years. She also spent a year in Spain as a private English tutor and before that a year as an AmeriCorps volunteer in central Florida working with elementary school students. Hannah received her Bachelor's of Arts degree in Communication Studies with a Certificate in International Journalism from the Hamline University.

Faculty

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.

Faculty Bio

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.

Faculty Bio