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
 Jim Bethea, CFA, CAIA  UI Center for Advancement
 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  COUNTRY Financial