The Marberry Fund

In the real world of finance, fund diversification can make or break an investment portfolio. The Charles E. Marberry Asset Allocation Fund helps students learn the value of compound returns, ethical investments, and successful wealth management strategies.

Board members

Jonathan Abdo

Jonathan Abdo

Wealth Manager

Creative Planning
North Liberty, IA

Joseph Jay

Joseph Jay

Investment Advisor/Managing Partner

Midwestern Financial Group
Iowa City, IA

Susan Ahlers Leman

Susan Ahlers Leman

Senior Trust Officer

GreenState Credit Union
Iowa City, IA

Claudia Marban

Claudia Marban

President

Claudia Marban & Associates
Frankfort, IL

Brian Early

Brian Early

Advisor

William Blair
Chicago, IL

Andrew Oswalt

Andrew Oswalt

Senior Tax Analyst

TaxAct
Cedar Rapids, IA