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Chace Brundige, CFA
- — Ivy Investment Management Company
- — 4 Years with Fund
- — 27 Years in Industry
Chace Brundige is co-portfolio manager of Ivy Asset Strategy Fund and Ivy VIP Asset Strategy since 2014. He was named a portfolio manager of Ivy VIP Pathfinder Portfolios and InvestEd Portfolios in 2016. Mr. Brundige became a member of the portfolio management team of the Waddell & Reed Advisors Wilshire Global Allocation Fund – which was later merged into the Ivy Wilshire Global Allocation Fund – in 2017. The fund is subadvised by Wilshire Associates, Inc. Mr. Brundige joined the organization in 2003 as vice president and assistant portfolio manager to the Large Cap Growth team after a previous tenure with the firm as an equity investment analyst from 1996 to 1999. He was portfolio manager of the firm’s Tax-Managed Equity Fund from 2006 to 2008 and the Global Growth funds from 2009 to 2014. He was appointed senior vice president in 2012. Mr. Brundige began his investment career at UMB Financial Corp. in 1991. He joined Waddell & Reed as an equity analyst in 1996. He joined TCW/WestBridge Ventures LLC in San Francisco as a vice president and limited partner in 1999. Mr. Brundige was an original member of Trust Company of the West’s venture capital arm. He was a vice president and sector head for Citadel Investment Group in 2001. Mr. Brundige graduated from Kansas State University in 1991 with a BS in Finance. He earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business in 1996. Mr. Brundige is a CFA® charterholder.
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Aaron D. Young
- — Ivy Investment Management Company
- — 4 Years with Fund
- — 15 Years in Industry
Aaron Young has been co-portfolio manager of Ivy Managed International Opportunities Fund, Ivy VIP Pathfinder Portfolios and InvestEd Portfolios since 2016. Mr. Young is also a member of the firm’s Investment Risk Management group. Named to the team in 2017, his extensive quantitative research capabilities add depth to the firm’s risk management and portfolio analytics resources. Mr. Young joined the organization in 2005 as a fixed income investment analyst with an emphasis in credit research and derivative securities. He joined the Asset Strategy team as an investment analyst in 2007 and was named assistant portfolio manager of Ivy and Ivy VIP Asset Strategy Funds in 2012. He covered brokers, asset managers and exchanges as an equity investment analyst during 2008. He was appointed assistant vice president in 2012 and vice president in 2014. Mr. Young graduated with honors in 2000 with a BA in Philosophy from the University of Missouri. He earned an MBA with a concentration in Finance and Strategy from the Olin School of Business, Washington University in St. Louis in 2005.
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W. Jeffery Surles, CFA
- — Ivy Investment Management Company
- — 3 Years with Fund
- — 19 Years in Industry
Jeffery Surles is co-portfolio manager of Ivy Asset Strategy Fund, Ivy VIP Asset Strategy, Ivy VIP Pathfinder Portfolios and InvestEd Portfolios since 2018. He is a member of the portfolio management team of Ivy Wilshire Global Allocation Fund, sub-advised by Wilshire Associates, Inc., since 2018. He was portfolio manager of the former Ivy Global Income Allocation Fund from 2012 to 2018. Mr. Surles joined the organization in 2007 as a fixed income investment analyst. He was appointed assistant vice president in 2012 and vice president in 2014. He was appointed senior vice president in 2018. Prior to joining the firm, Mr. Surles was a portfolio manager from 2003 to 2005, and an investment analyst from 2001 to 2003, for Surles Development Corp. In the fall of 2000 he was a sales analyst for Enterprise Development Services, Inc. Mr. Surles graduated from Vanderbilt University in 2000 with a BS in Organizational Development. He earned an MBA with an emphasis in Finance from the University of Wisconsin in 2007. While attending the University of Wisconsin, he was actively involved in the Applied Security Analysis Program and completed an internship at Provident Trust Company in 2006. Mr. Surles is a CFA charterholder.
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Craig M Stapleton, CFA , FRM
- — Securian Asset Management, Inc. (Sub-Adviser)
- — 7 Years with Fund
- — 18 Years in Industry
As Vice President and Portfolio Manager, Craig Stapleton is responsible for derivatives, agency MBS, government and municipal bonds, quantitative analytics, cash management, ALM and strategic asset allocation for the Minnesota Life General Account. He is head of the Quantitative Analysis and Research group. He is also the co-portfolio manager for the Securian Managed Volatility strategies and the Securian Strategic Dividend Income portfolios. Prior to his role as portfolio manager, he provided quantitative analysis, security and portfolio risk statistics, and derivatives hedging capabilities for Securian and its clients. Mr. Stapleton received a BS in Computer Engineering from the University of Illinois and earned an MBA in Finance from the University of Illinois. Mr. Stapleton is a CFA charterholder, and a member of the CFA Institute and CFA Society of Minnesota. He holds the Financial Risk Manager (FRM) designation. He was appointed to the Securian Risk Council and Home Office Council in 2015.
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Merlin Erickson
- — Securian Asset Management, Inc. (Sub-Adviser)
- — 3 Years with Fund
- — 28 Years in Industry
Merlin Erickson oversees the Quantitative Research group and is responsible for quantitative analytics, portfolio risk statistics, performance measurement metrics and provides support to portfolio management teams. He leads derivative and hedging implementation initiatives within Securian. He is also the co-portfolio manager for the Securian Managed Volatility strategies, where he monitors domestic and international equity volatility and correlation, manages fund equity exposure, and evaluates equity allocation model performance. Prior to joining Securian, he was vice president at Sucia Re Management. Mr. Erickson has 25 years in the investment management industry, with over 10 years at Securian. Mr. Erickson received a BS in Mathematics from Central Washington University. He earned his MBA in Finance from Seattle University.
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Jeremy Gogos, CFA
- — Securian Asset Management, Inc. (Sub-Adviser)
- — 3 Years with Fund
- — 8 Years in Industry
Jeremy Gogos is a portfolio manager for the Securian Managed Volatility strategies, where he monitors domestic and international equity volatility and correlation, manages fund equity exposure, and evaluates equity allocation model performance. He provides quantitative analysis, security and portfolio risk statistics, and execution of derivative and hedging initiatives for Securian. Mr. Gogos has also supported annuity, life insurance, and investment product designs with stochastic and historical simulation and performance evaluation. He had previously been a computer programmer supporting Securian Retirement’s 401(k) recordkeeping and trading platforms. Mr. Gogos received a BS, Physics from Worcester Polytechnic Institute. He earned a Doctor of Philosophy, Physics from the University of Minnesota. Mr. Gogos is a CFA charterholder and a member of the CFA Institute and CFA Society of Minnesota.