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Staff Directory

Portfolio Management

Nick Kaiser Nicholas Kaiser MBA, CFA
Chairman & Director
Equity Portfolio Manager
Phelps McIlvaine Phelps McIlvaine
Vice President & Director
Bond Portfolio Manager
Peter Nielsen Peter Nielsen MBA, CFA, CIPM
Senior Investment Analyst
Core Fund Portfolio Manager
Bryce Fegley Bryce R. Fegley CFA, CIPM
Tactician, Investment Analyst
Global High Income Fund Portfolio Manager
John Scott John Scott CFA
Investment Analyst
Global High Income Fund Portfolio Manager
Scott Klimo Scott Klimo CFA
Director of Research
Amana Developing World Fund Portfolio Manger
Paul Meeks Paul Meeks MBA, CFA
Director of Institutional Investing
Sextant Growth Fund Portfolio Manager
Tyler Howard Tyler Howard MBA
Investment Analyst
Patrick Drum Patrick Drum MBA, CFA, CFP®
Research Analyst

Institutional Investing Services

Craig Churman Craig Churman MBA, AIF®
Vice President — Product Development & Director
Sean Spurgin Sean Spurgin
Institutional Operations Manager

Investment Sales Group

Brett Bonner Brett Bonner
Regional Manager
Tyson Romanick Tyson Romanick
Sales Consultant
Terence Brems Terence Brems
Regional Manager

Islamic Investment Group

Owaiz M. Dadabhoy Owaiz M. Dadabhoy
Director of Islamic Investing
M. Mushtaq Hussain M. Mushtaq Hussain
Regional Manager
Sameh Islmail Sameh Ismail
Regional Manager


Chris Fankhauser Chris Fankhauser
Chief Operations Officer & Director
Matt Ward Matt Ward
Distribution and Client/Broker Relations
Dan McCorkle Dan McCorkle
Dealer Services
Luke Robinson Luke Robinson
Fund Accounting Manager
Investor Services Representative
Rebecca Rogge Rebecca Rogge
Fund Accountant
Investor Services Representative
Jessica Miller Jessica Miller
Dealer Services
Kalen Hanna Kalen Hanna MBA
Employer Services Manager
Michael Adams Michael Adams
Lead Employer Services Agent
Luke Moore Luke Moore
Fund Accountant
Investor Services Representative
Joshua Ford Joshua Ford
Fund Accountant
Investor Services Representative


Chris Lang Chris Lang
Vice President, Saturna Brokerage Services
Manager of Fund Administration
Rochelle Wolber Rochelle Wolber
Brokerage Operations Manager
Azita Simler Azita Simler
Investor Services Representative / Brokerage Specialist

Saturna Sdn. Bhd. — Kuala Lumpur Malaysia

Monem Salam Monem Salam MBA
Noeh Boon Sing Neoh Boon Sing
Equity Analyst
Ku Muhammad Nasir Ku Mohamed Ku Muhammad Nasir Ku Mohamed
Compliance Officer
Arsad Thinoon Arsad Thinoon MBA
Director of Institutional Sales and Marketing
Wan Nurul Aimi Wan Darman Wan Nurul Aimi Wan Darman
Accounts/Operations Executive
Nicole Phut Phut Chit Wan (Nicole)
Administration and Servicing
Jane Chia Jane Chia
Head of Operations


Jane Carten Jane Carten MBA
President & Director
Jim Gibson Jim Gibson CPA
Chief Financial Officer & Director
Ethel Bartholome Ethel Bartolome
Corporate Administrator
Noni Schultheiss Noni Schultheiss
Corporate Accountant
Kevin Dalrymple Kevin Dalrymple CPA
Senior Accountant
Jim Anderson Jim Anderson
General Ledger Accountant / Independent AML Auditor
Stephanie Ashton Stephanie Ashton
Human Resources Coordinator

Account Services

Matt Bilderback Matthew Bilderback
Transfer Agency Manager
Renee Brandstrom Renee Brandstrom
Investor Services / New Accounts
Carol All Gleaves-Eriksen Carol Ann Gleaves-Eriksen
Investor Services / Transactions Processing
Reid Kitagawa Reid Kitagawa
Investor Services Representative
Jordan Tuchek Jordan Tuchek
Transfer Agent Administrator

Information & Marketing

John Overturf John Overturf
Advertising Director
Chris Norman Chris Norman
Systems Analyst
Sarah Brand Sarah Brand
Special Projects Manager
Ryan Rickerts Ryan Rickerts
Shannona Skinner Shannon Skinner MBA
Copywriter/Financial Editor
Jim Bareman Jim Bareman PhD
Jennifer Sonker Jennifer Sonker
Desktop Publisher
Mallory Tallquist Mallory Tallquist
Senior Systems Administrator
Jeanette Hinckley Davidson Jeanette Hinckley Davidson
Administrative Coordinator
James DeWine James DeWine
Apple Systems Administrator
Andrea Croft Andrea Croft
Business Analyst
Jeff Korthuis Jeff Korthuis
Windows Systems Administrator
John Pitton John Pitton
Network Administrator
Christopher Patton Christopher Patton
Cultural Attaché and Videographer

Operations Support

Johanna Krouzian Johanna Krouzian
Mail Center Manager
Jeff Tippie Jeff Tippie
Corporate Driver
Jim Ley Jim Ley
Operations Clerk
Cicso Rodriguez Cisco Rodriguez
Facility Manager
Veronica West Veronica West
Livia Wilder Livia Wilder
Operations Clerk

Independent Directors

Dennis Murphy Dennis Murphy PhD
Non-Executive Director, Saturna Capital
Marion R. FooteMarion R. ("Robin") Foote MBA
Independent Director, Saturna Trust Company

Independent Trustees

Amana Mutual Funds Trust

M. Yaqub Mirza M. Yaqub Mirza PhD
Chairman and Independent Trustee
Iqbal Unus Iqbal Unus PhD
Independent Trustee
Miles K. Davis Miles K. Davis PhD
Independent Trustee
Ronald H. Fielding Ronald H. Fielding MA, MBA, CFA
Independent Trustee

Saturna Investment Trust

John E. Love John E. Love
Chairman & Independent Trustee
Gary A. Goldfogel Gary A. Goldfogel MD
Independent Trustee
Herbert G. Grubel Herbert G. Grubel PhD
Independent Trustee
Ronald H. Fielding Ronald H. Fielding MA, MBA, CFA
Independent Trustee

Definitions of Professional Designations

AICPA Designations 

The American Institute of Certified Public Accountants (AICPA) serves the accounting profession, providing the training, professional skills, programs, and services to support professionalism in the accounting industry.

CPA® — Certified Public Accountant
Accountants who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification may use the designation. CPAs receive special training in accounting and auditing, and may attest to the reasonableness of disclosures, the freedom from material misstatement, and the adherence to the applicable generally accepted accounting principles (GAAP) in financial statements. 

American Bankers Association Designations

Representing financial institutions of all sizes and types, the American Bankers Association advocates on behalf of its members to policy makers, legislators, regulators, the media, and the public.  

CTFA — Certified Trust and Financial Advisor
The Certified Trust and Financial Advisor certification establishes a recognized standard of knowledge and competence for the trust and wealth advisory field. It provides employers and clients with a tool to identify skilled, knowledgeable professionals and supports the benefits of professional continuing education and development.

CFA Institute Designations

The CFA Institute is an investment industry organization whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

CFA® — Chartered Financial Analyst Charterholder
The Chartered Financial Analyst (CFA) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

CIPM® — Certificate in Investment Performance Measurement
The Certificate in Investment Performance Measurement (CIPM) is a professional designation established and awarded by the CFA institute. The program requires candidates to pass a series of exams covering investment performance and risk evaluation, with emphasis on ethical and professional standards.

Claritas® Investment Certificate
The Claritas Investment Certificate is a global self-study education program and exam designed to give anyone working in financial services a clear understanding of the investment industry and their professional responsibilities within it. Claritas certificate holders have demonstrated an understanding of financial industry essentials that will benefit clients, financial organizations, and the global industry. 

fi360 Designations

fi360 is a leading organization for supporting the investment fiduciary process whose mission is to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries. With defined Practices as their foundation, they offer training, tools, and resources in support of that mission.

AIF® - Accredited Investment Fiduciary® 
The Accredited Investment Fiduciary (AIF) designation represents that an individual has passed a rigorous training course and exam, demonstrating a thorough knowledge of and ability to apply fiduciary practices, and the legal and best practice framework they are built upon. 

Advanced University / College Degrees

MBA — Master of Business Administration
An MBA is a postgraduate degree achieved at a university or college providing theoretical and practical training to help graduates gain a better understanding of general business management functions. An MBA degree can focus on specific courses of study such as accounting, finance, or marketing.

MA — Master of Arts
An MA is a postgraduate degree achieved at a university or college typically earned in a specific area of the humanities or sciences. It represents that an individual has engaged in further study and examination in the chosen area.

PhD — Doctor of Philosophy
A PhD is a postgraduate degree achieved at a university or college providing detailed and rigorous study in a specific field. PhD holders generally have submitted a project, thesis, or dissertation often consisting of a body of original academic research, which is in principle worthy of publication in a peer-reviewed context.

JD — Juris Doctorate
A JD is a professional doctorate and first professional graduate degree in law. Those who hold the degree are professionals committed to the practice of law.

Other Abbreviations

SCC: Saturna Capital Corporation

SBS: Saturna Brokerage Services

STC: Saturna Trust Company

SSB: Saturna Sendirian Berhad