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Nome | Título | Desde | Até |
---|---|---|---|
Lauren Choi | - | 2023 | Agora |
Biografia | Lauren is an Associate Portfolio Manager and Senior Investment Analyst at Principal Edge, a specialized investment team within Principal Asset Management. In her role, she co-manages Edge’s Concentrated Mid Cap and SMID Equity Income strategies and is responsible for research coverage of the Information Technology sector. Lauren joined Edge in 2013 as an Investment Analyst and was promoted to a Senior Investment Analyst in 2016. She has been in the investment industry since 2003. Previously, she was a Vice President in Equity Research at JP Morgan Securities covering software. Lauren received a bachelor’s degree in biomedical engineering and a minor in computer science from Johns Hopkins University. | ||
Sarah E. Radecki | Portfolio Manager | 2019 | Agora |
Biografia | 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 | Agora |
Biografia | 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 |
Biografia | 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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