Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Tyler O’Donnell | Portfolio Manager | 2023 | bây giờ |
Tiểu sử | Tyler O’Donnell has been with Principal® since 2015. He earned bachelor’s degrees in Mathematics and Biochemistry from the University of Iowa and an M.B.A. from Iowa State University. Mr. O’Donnell has earned the right to use the Chartered Financial Analyst designation. | ||
Aaron J. Siebel | - | 2018 | bây giờ |
Tiểu sử | Aaron J. Siebel has been with Principal® since 2005. He earned a BA in Finance from the University of Iowa in 2005. | ||
Jeffrey A. Schwarte | Portfolio Manager | 2016 | 2023 |
Tiểu sử | Jeff Schwarte is the Chief Equity Strategist at Simplify Asset Management, focusing on product innovation, thought leadership, and portfolio management. Before joining Simplify, he led Principal’s global systematic solutions team, overseeing model development and risk management analytics. Jeff managed several custom US, international, and global strategies and has been with Principal since 1993, serving in various roles, including portfolio manager, investment accountant, and auditor. He holds a bachelor’s degree in accounting from the University of Northern Iowa and is a CFA charterholder, CPA, and Certified Internal Auditor. | ||
Thomas L. Kruchten | Portfolio Manager | 2011 | 2018 |
Tiểu sử | Thomas L. Kruchten has been with Principal Global Investors, LLC since 2005. He earned a B.A. in finance from the University of Northern Iowa. Mr. Kruchten has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Iowa. | ||
Scott W. Smith | Portfolio Manager | 2007 | 2011 |
Tiểu sử | Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999. | ||
Dirk Laschanzky | Portfolio Manager | 2003 | 2011 |
Tiểu sử | Dirk Laschanzky, CFA - Portfolio Manager Dirk is a portfolio manager for Multi-Asset Advisors, an investment boutique of Principal Global Investors. He heads the firm's asset allocation group and is a lead manager of the Principal LifeTime Funds, a family of diversified target-date lifecycle investment funds, since their creation in 2001. He joined the firm in 1997. Previously, Dirk was a portfolio manager and analyst for over seven years at AMR Investment Services (now American Beacon Advisors) where he managed short duration fixed income portfolios and was among the team responsible for the management of the American Airlines' pension plans. He also served previously as a financial analyst for American Airlines. Dirk received an MBA and bachelor's degree, both in finance, from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation. Dirk is a member of the CFA Society of Iowa and the CFA Institute. He is also an adjunct instructor of finance at the University of Iowa graduate business school. Financial Analyst designation. | ||
Mariateresa Monaco | Portfolio Manager | 2005 | 2007 |
Tiểu sử | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. | ||
Robert Baur | Portfolio Manager | 2000 | 2003 |
Tiểu sử | Baur is a portfolio manager with Invista Capital Management, his employer since 1995. Previously, he was a professor of finance and economics at Drake University and Grand View College. | ||
Rhonda VanderBeek | Portfolio Manager | 2000 | 2003 |
Tiểu sử | VanderBeek is a portfolio manager with Invista Capital Management, her employer since 1983. |
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