Luke manages the firm’s institutional fixed income products. These include laddered portfolios, targeted maturity portfolios, immunized portfolios and absolute return fixed income portfolios. Luke’s prior experience includes various portfolio and business management responsibilities at Harris Investment Management, Dresdner RCM Global Investors and Deerfield Capital Management. Luke is a CFA charter holder and most recently earned the CFA UK Level 4 Certificate in ESG investing. Luke also holds a Bachelor of Science degree from the University of Colorado.
University of Colorado, B.S. Business Administration
Cal is responsible for developing, maintaining and serving the firm's institutional business.A 30+ year investment management veteran, Pedersen was most recently Chairman and CEO of Duff & Phelps Investment Management Co. and was on the Equity and Fixed Income Investment Strategy Committees. He previously served as Head of Sales and Marketing and was President and CEO of three closed-end mutual funds. Earlier, he was a Managing Director with First Chicago Investment Advisors.
DePaul University, M.B.A. Wheaton College, B.S. Business Administration
Holly Fruland is an Institutional Client Service and Business Development representative for Dearborn Partners. Ms. Fruland has 10 years of industry experience. Ms. Fruland was previously an Assistant Vice President at Allianz Global Investors primarily responsible for Taft-Hartley client relationships, consultant relations and business development. Prior to that, Ms. Fruland began her career as an Executive Assistant at private-equity investment firm Adams Street Partners. Ms. Fruland the series 3, 66 and 7 FINRA licenses.
Rena serves as an Institutional Client Service and Business Development representative. She is responsible for client relationships, services, and consultant relations. She is licensed to practice law in Illinois.
North Central College, B.A.Religious Studies & Spanish