Portfolio Management
Shannon Radke
Mr. Radke has been engaged in the securities business since 1988 as a broker and later as Chief Operating Officer of Integrity Mutual Funds. Mr. Radke founded Viking Fund Management, LLC in September 1998 and has served as Senior Portfolio Manager for various funds advised by Viking Fund Management, LLC since 1999.
Mr. Radke holds a Bachelor of Business Administration degree in Banking and Finance from the University of North Dakota. Mr. Radke has been President of Viking Fund Management, LLC since 1998 and is currently President of Integrity Viking Funds.
Michael Morey
Mr. Morey joined Integrity Viking Funds in 2009. He had been a research analyst for Viking Fund Management, LLC prior to being named Co-Portfolio Manager for various funds managed by Viking Fund Management, LLC.
Mr. Morey received a Bachelor of Science degree in Finance from Minot State University. In addition to Co-Portfolio Manager of various funds, Mr. Morey is Chief Investment Officer for Viking Fund Management, LLC.
Joshua Larson
Mr. Larson joined Integrity Viking Funds in 2010. He had been a research analyst for Viking Fund Management, LLC prior to being named Co-Portfolio Manager for various funds managed by Viking Fund Management, LLC.
Mr. Larson received Bachelor of Science degrees in Finance and Management from Minot State University.
Trey Welstad, CFA
Mr. Welstad joined Integrity Viking Funds in 2012. He had been a research analyst for Viking Fund Management, LLC prior to being named Co-Portfolio Manager for various funds managed by Viking Fund Management, LLC.
Mr. Welstad received Bachelor of Science degrees in Finance, Marketing, and Management from Minot State University.
High Income Fund Sub-Advisors - JPMorgan
Robert Cook, CFA
Mr. Cook is head of the Fixed Income High Yield Team and lead portfolio manager for JPMorgan Asset Management’s high yield total return, sub-advised mutual fund assets and absolute return credit products. In addition, he serves on the Global Macro Team which determines the firm’s fixed income views of the global economic landscape and portfolio positioning. Mr. Cook is a Portfolio Manager for Integrity High Income Fund since 2008.
Mr. Cook earned a B.S. in finance from Indiana University. He is a CFA charter holder and a member of the Indianapolis Society of Financial Analysts.
Thomas Hauser, CFA
Mr. Hauser is responsible for co-managing JPMAM’s high yield total return, sub-advised mutual fund assets and absolute return credit products. Mr. Hauser is a Portfolio Manager for Integrity High Income Fund since 2008.
Mr. Hauser earned a B.S. in finance from Miami (Ohio) University. He is a CFA charter holder and a member of the Indianapolis Society of Financial Analysts.
Short Term Government Fund Sub-Advisors - M.D. Sass
Lip-kee Lu, CFA - Director of Fixed Income Investments
Lip-kee Lu, CFA leads the Fixed Income team at M.D. Sass. Previously, he served as Vice President/Senior Portfolio Manager at AllianceBernstein with responsibility for Total Return fixed income assets with a focus on Structured products. Mr. Lu holds an M.B.A. in Quantitative Finance from the University of Chicago, and an M.S. degree in Finance and Statistics and a B.A. with concentration in Economics, Political Science and International Relations from the University of Wisconsin.
Steve Clancy, CFA – Senior Portfolio Manager
Steve Clancy, CFA is a Managing Director of the Fixed Income team at M.D. Sass. Previously, he served as Vice President/Portfolio Manager at Dwight Asset Management where he managed Agency and non-Agency securities across a range of mandates including Total Return, Insurance and Stable Value strategies. Mr. Clancy holds a B.A. in Mathematics and Economics from Cornell University.
Nancy Persoons – Portfolio Manager
Nancy Persoons is a Senior Vice President of the Fixed Income team at M.D. Sass. Previously, she was a member of the Fixed Income trading desk at Prudential-Bache Securities. Ms. Persoons holds a B.A., Economics & Business, State University of New York, Plattsburgh.