Advisory Board

The Henry Fund is governed by an independent advisory board of financial professionals. Fund analysts present their research and investment recommendations to the board for approval on a semi-annual basis. The Investment Advisory Committee currently includes the following individuals:

Name Company
Jorge Anaya Henricksen
Kevin Bakker AEGON USA
Joel Bennett, CFA Principal Financial Group
Valeria Chifan HNI Corporation
John Culley, CFA State of Wisconsin Investment Board
Michael Fleagle, CFA, CAIA UI Center for Advancement
Amanda Mahoski Principal Global Investors
Christopher Nelms State of Wisconsin Investment Board
Jamie Schumacher, CFA NewRoad Capital Partners