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Name | Title | Since | Until |
---|---|---|---|
Noah J. Monsen | Portfolio Manager | 2025 | Now |
Biography | Mr. Monsen has been with Thrivent Financial since 2000 and has served in an investment management capacity since 2008. | ||
Brian W. Bomgren | Senior Portfolio Manager | 2025 | Now |
Biography | Mr. Bomgren has been with Thrivent Financial since 2006 and is currently a Senior Equity Portfolio Manager. | ||
Sharon Wang | Portfolio Manager | 2025 | Now |
Biography | Ms. Wang has been with Thrivent Financial since 2017 and is currently a Senior Portfolio Manager. Prior to joining Thrivent Financial, Ms. Wang worked at Bryn Mawr Capital Management as a portfolio manager from 2009 to 2016. | ||
Roger Norberg | - | 2022 | 2025 |
John T. Groton | Portfolio Manager | 2019 | 2025 |
Biography | John T. Groton, Jr., CFA is responsible for the day-to-day management of the Portfolio. Mr. Groton have served as portfolio managers of the Portfolio since February 2019. Mr. Groton is the Director of Equity Research and has been with Thrivent Financial in an investment management capacity since July 2007. | ||
Matthew D. Finn | Portfolio Manager | 2019 | 2025 |
Biography | Mr. Finn has served as portfolio manager of Thrivent Large Cap Value Fund since 2004. He was managing director and senior portfolio manager of First American Large Cap Value Fund from 2003 to 2004, head of equities for Advantus Capital Management Inc. from 2001 to 2003, and chief investment officer of the growth and income group for Evergreen Investment Management Co. from 1998 to 2001. Mr. Finn holds the Chartered Financial Analyst designation. | ||
Adam Benjamin | leader | 2014 | 2019 |
Biography | Adam Benjamin is a co-manager of Semiconductors Portfolio, which he has managed since March 2020. He also manages other funds Since joining Fidelity Investments in 2011, Mr. Benjamin has worked as a research analyst and portfolio manager.Mr. Benjamin assumed his current role in 2014 and has been following the Technology sector for over 15 years. | ||
Ed Field | Research Analyst | 2013 | 2019 |
Biography | Ed Field is a global sector leader/analyst at Fidelity Institutional Asset Management (FIAM). In this role, Mr. Field manages the telecommunication services, utilities, and real estate sector sleeves of the FIAM sector strategies. Additionally, he analyzes stocks for the broader, diversified portfolio management team. Prior to assuming his current role in 2013, Mr. Field was a research analyst following the telecommunication sector. Mr. Field joined Fidelity in 2008 and has been in the investments industry since 1998. Mr. Field earned his master’s degree from Oxford University and completed his post-graduate degree in economics from the London School of Economics. He is a CFA charterholder. | ||
Chandler Willett | Lead Portfolio Manager | 2009 | 2019 |
Biography | Chandler Willett is lead portfolio manager, Sector Strategies and Sector Alternative Strategies at Fidelity Institutional Asset Management (FIAM). In this role he is responsible for the sector funds, including Large Cap Core, Small/Mid Cap Core, and Global Core. Prior to assuming his current responsibilities, Mr. Willett managed the Global Health Care sector portfolios and the Global Health Care Long/Short Fund from 2008 to 2013. Mr. Willet joined FIAM in 2006 and has been in the investments industry since 1998. Mr. Willett earned his bachelor of arts degree in economics from Duke University. | ||
Jody Simes | Portfolio Manager | 2008 | 2019 |
Biography | Jody Simes,CFA, is a global sector leader/analyst at Fidelity Institutional Asset Management (FIAM). In this role, he manages both the global energy (since 2011) and global materials (since 2006) sector sleeves of the FIAM sector portfolios and analyzes stocks for the broader diversified portfolio management team. Mr. Simes has worked as a fixed income trader, a research analyst and portfolio manager in 1993. Mr. Simes earned his bachelor of science degree in finance from the University of Massachusetts and his master of science degree in finance from Boston College. |
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