The Carlson Funds Enterprise operates under the guidance of experienced professional and academic directors.
Jerry Caruso, Program Director & Professional Advisor
Prior to joining the Carlson School, Jerry was a middle market investment banker with both mergers and acquisitions and broad capital markets expertise. He spent most of his 25-year career at Lazard Middle Market (formerly Goldsmith Agio Helms LLC) where he was a Managing Director. Other professional experience includes RBC Dain Rauscher, Coopervision, Inc., and JP Morgan. Jerry received his MBA from the University of Chicago and BA from Northwestern University.
Bonnie Till, Program Associate
Prior to joining the Carlson Funds Enterprise, Bonnie worked as a Marketing Coordinator at the University of Iowa and as an Event Assistant at Palmer College of Chiropractic. Bonnie's strengths include building brand awareness, strengthening alumni relations, and increasing program outreach throughout the community. Through these efforts, students graduating from the Funds will have better opportunities within the Financial Industry. Bonnie received her Bachelors of Business Administration in Marketing from the University of Iowa.
Murray Frank, Professor (CSOM Finance & Insurance)
Piper Jaffray Chair in Finance
Robert Goldstein, Professor (CSOM Finance & Insurance)
C Arthur Williams Jr/ Minnesota Insurance Industry Chair