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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Lauren Choi | Associate Portfolio Manager | 2023 | now |
自傳 | Lauren Choi has been with Principal® since 2013 and has held various investment management roles on the equity team. She earned a bachelor’s degree in biomedical engineering from Johns Hopkins University. | ||
Sarah E. Radecki | Portfolio Manager | 2018 | now |
自傳 | Sarah E. Radecki joined Principal in 1999. Ms. Radecki earned bachelor’s degrees in political science and economics from Saint Mary’s College of California and a master’s degree in economics from the University of California at Santa Barbara. She has earned the right to use the Chartered Financial Analyst designation. | ||
Daniel R. Coleman | Head | 2011 | now |
自傳 | Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors, and serves as a Portfolio Manager. He is responsible for security selection and overseeing the firm’s equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to the Head of Equities in 2005. He has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor's degree in finance from the University of | ||
David W. Simpson | Portfolio Manager | 2011 | 2021 |
自傳 | Dave is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He has co-managed Edge’s SMID Equity Income strategy since its inception in 2007 . Dave joined Edge in 1993 and has been in the investment industry since 1986. Previously, he was Chief Investment Officer and Managing Director at Summit Capital Management. He received an M.B.A. in finance from the University of Wisconsin and a bachelor’s degree in agricultural sciences from the University of Illinois. Dave has earned the right to use the Chartered Financial Analyst designation. |
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