Saturna Staff Photo Circa 2007

At Saturna we take pride in our staff. Portfolio managers must have a relevant 4-year college degree, at least ten years experience in the financial service industry, and at least 2 years in the securities business. All employees are appropriately registered and licensed, 2 or 4 year college graduates, receive continuing education, and meet other rigorous requirements.

Saturna’s employees are dedicated to helping clients achieve the goals they seek. We welcome your questions and endeavor to answer them in a timely, relevant and courteous manner.

How We've Grown: Staff Photos Through The Years

Saturna has a spirited ethic of philanthrophy and encourages employee donations through a charitable giving program. In 2008, we created the following video documenting those efforts.

Saturna Capital Chartiable Giving

Staff Directory

Staff Directory

Portfolio Management

Nick Kaiser Nicholas Kaiser MBA, CFA
Chairman & Director
Equity Portfolio Manager

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
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 Funds Deputy Portfolio Manager

Paul Meeks Paul Meeks MBA, CFA
Senior Analyst
Director of Institutional Investing
Sextant Growth Fund Portfolio Manager

Tyler Howard Tyler Howard MBA
Junior Analyst

Institutional Investing Services

Craig Churman Craig Churman MBA, AIF®
Vice President - Product Development

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
Manager

M. Mushtaq Hussain M. Mushtaq Hussain
Regional Manager

Sameh Islmail Sameh Ismail
Regional Manager

Operations

Chris Fankhauser Chris Fankhauser
Chief Operations Officer & Director

Matt Ward Matt Ward
Investor Services Representative
Employer Services

Dan McCorkle Dan McCorkle
Dealer Services

Matthew Bilderback Matthew Bilderback
Fund Accounting Manager
Investor Services Representative

Luke Robinson Luke Robinson
Fund Accountant
Investor Services Representative

Rebecca Rogge Rebecca Rogge
Fund Accountant
Investor Services Representative

Jessica Miller Jessica Miller
Dealer Services

Melissa VanderYacht Melissa VanderYacht
Accounting

Kalen Hanna Kalen Hanna MBA
Manager of 401(k) Client Services

Michael Adams Michael Adams
401(k) Administrator

Luke Moore Luke Moore
Fund Accountant
Investor Services Representative

Jordan Tuchek Jordan Tuchek
Transfer Agent Administrator

Brokerage

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
President

Mohammad Amir Mokhtar Mohammad Amir bin Mokhtar
Investment Analyst

Noeh Boon Sing Neoh Boon Sing
Equity Analyst

Ku Muhammad Nasir Ku Mohamed Ku Muhammad Nasir Ku Mohamed
Compliance Officer

Arsad Thinoon Arsad Thinoon
Director of Institutional Sales and Marketing

Azmir Bin Mohd Azmir Bin Mohd
Accounts Executive

Nicole Phut Phut Chit Wan (Nicole)
Administration and Servicing

Jane Chia Jane Chia
Head of Operations

Administration

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 Administrative Assistant

Account Services

Meredith Ross Meredith Ross MBA, CTFA
Treasurer & Director

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

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
Programmer

Shannona Skinner Shannon Skinner MBA
Copywriter/Financial Editor

Jim Bareman Jim Bareman PhD
Associate Programmer

Jennifer Sonker Jennifer Sonker
Desktop Publisher

Mallory Graving Mallory Graving
Senior Systems Administrator

Jeanette Hinckley Davidson Jeanette Hinckley Davidson
Administrative Coordinator

Nancy Letourneau Bross Nancy Letourneau Bross
Associate Programmer

James DeWine James DeWine
Apple Systems Administrator

Andrea Croft Andrea Croft
Business Analyst

John Pitton John Pitton
Network Administrator

Jeff Korthuis Jeff Korthuis
Windows Systems Administrator

Operations Support

Johanna Krouzian Johanna Krouzian
Operations Clerk

Jeff Tippie Jeff Tippie
Corporate Driver

Jim Ley Jim Ley
Operations Clerk

Cicso Rodriguez Cisco Rodriguez
Facility Manager

Veronica West Veronica West
Receptionist

Livia Wilder Livia Wilder
Operations Clerk

Legal & Compliance

Gordon Scott Stroh Scott Stroh JD
Chief Legal Officer

Michael Lewis Michael Lewis
Chief Compliance Officer

Jacob Stewart Jacob Stewart
Compliance Officer

Melissa Moore Melissa Moore
Compliance Associate

Adam Engst Adam Engst JD
Associate Counsel

Saturna Trust Company — Reno, NV

Scott Goodrick Scott Goodrick
Chief Operations Officer

Independent Directors — Saturna Capital

Dennis Murphy Dennis Murphy PhD
Independent Director, Saturna Capital
Independent Trustees

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

Amana Mutual Funds Trust

M. Yaqub Mirza M. Yaqub Mirza PhD
Chairman & 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
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 program curriculum reflects the relevant trends and core competencies needed by investment employers. The curriculum subjects to deliver practice-based approaches and skills for effective investment performance and risk evaluation, manager selection, and investment reports steeped in accountability.

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 Desingations

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.