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

Jerry CarusoPrior 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.

Faculty page

Susanna Gibbons, CFA, Program Director, Carlson School Fixed Income Fund

Susanna_gibbons

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.

Bonnie Till, Program Associate

Till_headshotPrior to joining the Carlson Funds Enterprise, Bonnie worked as a Product Manager at Barjan, Marketing Coordinator at the University of Iowa, and as an Event Assistant at Palmer College of Chiropractic. Bonnie's strengths include building brand awareness, strengthening alumni relations, and increasing program outreach throughout the community. Through these efforts, students graduating from the Funds will have better opportunities within the Financial Industry. Bonnie received her Bachelors of Business Administration in Marketing from the University of Iowa.


Faculty

Tim Nantell, Professor

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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

NelsonRick 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