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Principal Diversified Income Fund Institutional Class (PGDIX)
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Principal Global Div Inc Instl
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PGDIX 개요
이 페이지에서 Principal Diversified Income Fund Institutional Class에 대한 상세 프로필을_x0008_ 확인해 보세요. PGDIX의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
연락처
주소
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
전화
1-800-787-1621
최고 경영진
| 종목명 | 헤드라인 | 재직 시작연도 | 기간 |
|---|---|---|---|
| May Tong | Portfolio Manager | 2021 | now |
| 전기 | May Tong has been with Principal® since 2021. Prior to that, Ms. Tong was a Senior Vice President, Portfolio Manager for Franklin Templeton Multi-Asset Solutions since 2018. Prior to that, Ms. Tong was a Portfolio Manager and Head of Portfolio Implementation and Management for Voya Investment Management’s Multi-Asset Strategies and Solutions Team since 2011. Ms. Tong is responsible for the asset allocation and manager selection for Principal Global Asset Allocation. She earned a bachelor’s degree in Accounting and Finance from Boston College and an M.B.A. from Columbia University. She has earned the right to use the Chartered Financial Analyst designation. | ||
| Jessica S. Bush | Portfolio Manager | 2014 | now |
| 전기 | Jessica S. Bush joined Principal® in 2006. Ms. Bush is responsible for the asset allocation and manager selection for Principal Portfolio StrategiesSM. Ms. Bush earned a bachelor’s degree in Business Administration from the University of Michigan. She has earned the right to use the Chartered Financial Analyst designation. | ||
| Benjamin E. Rotenberg | Portfolio Manager | 2014 | now |
| 전기 | Benjamin E. Rotenberg joined Principal® in 2014. Prior to that, he was employed at Cliffwater LLC as a Managing Director from 2007-2014. Mr. Rotenberg is responsible for the asset allocation and manager selection for Principal Portfolio StrategiesSM. Mr. Rotenberg earned a bachelor’s degree in International Relations and Russian from Pomona College. He has earned the right to use the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations. | ||
| Marcus W. Dummer | Portfolio Manager | 2014 | 2022 |
| 전기 | Marcus W. Dummer joined the Principal Financial Group in 2003. Mr. Dummer is a Senior Portfolio Strategist for Principal and a member Principal Funds Investment Committee. He is responsible for conducting research, assessing risk, and making relative value recommendations relating to the fixed-income component of the Principal Portfolio Construction StrategiesSM (Global Diversified Income Fund, Diversified Real Asset Fund, and Global Multi-Strategy Fund). Mr. Dummer earned a Bachelor’s degree in Finance and an M.B.A. from the University of Utah. | ||
| Kelly A. Grossman | Senior Product Manager | 2010 | 2022 |
| 전기 | Kelly A. Grossman joined the Principal Financial Group in 1991. She is a Senior Product Manager at Principal and a member of the Principal Funds Investment Committee. Ms. Grossman earned a B.A. in Mathematics and Computer Science from the University of Northern Iowa. She is a fellow of the Society of Actuaries and a member of the American Academy of Actuaries. | ||
| Jake S. Anonson | Portfolio Manager | 2014 | 2020 |
| 전기 | Jake S. Anonson initially joined the Principal Financial Group in 1998 and re-joined Principal® in 2012 after working at Miles Capital from 2010-2012. Mr. Anonson is responsible for the asset allocation and manager selection for Principal Portfolio StrategiesSM. Mr. Anonson earned a bachelor’s degree in Finance and Economics from the University of Northern Iowa and an M.B.A. from Iowa State University. He has earned the right to use the Chartered Financial Analyst designation. | ||
| James W. Fennessey | Vice President | 2014 | 2015 |
| 전기 | Mr. Fennessey, CFA, Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds and is a member of the Principal Funds Investment Committee. Fennessey earned a B.S. in Business Administration, with an emphasis in Finance, and a minor in Economics from Truman State University. He has earned the right to use the Chartered Financial Analyst designation. | ||
| Dave Reichart | Senior Vice President | 2011 | 2014 |
| 전기 | Mr. Reichart is a Senior Vice President for Principal. He began working for Principal Financial Group in 2001. Mr. Reichart earned a B.A. in Finance from University of Nebraska and an M.B.A. from Drake University. Mr. Reichart has earned the right to use the Chartered Financial Analyst designation. | ||
| Michael P. Finnegan | Senior Vice President | 2010 | 2014 |
| 전기 | Mr. Finnegan joined the Principal Financial Group in May of 2001 and leads the Investment Services group. As head of Investment Services, Mr. Finnegan is primarily responsible for developing and implementing Principal’s investment and product development strategies. Prior to joining Principal, Mr. Finnegan worked for Wilshire Associates’ consulting division providing investment consulting and client service to large institutional clients. Mr. Finnegan has earned the right to use the Chartered Financial Analyst designation and is a member of the ICFA and the Iowa Society of Financial Analysts. He received an M.A. in Finance from the University of Iowa and a B.B.A. in Finance from Iowa State University. | ||
| Ronald J. Sorenson | Chairman, Chief Investment Officer, Portfolio Manager | 2011 | 2013 |
| 전기 | Ronald J. Sorenson Chairman, Chief Investment Officer, Portfolio Manager Ron Sorenson joined Reaves in 1991 and serves as the lead portfolio manager of the Reaves Utility Income Fund. Prior to joining the firm, Mr. Sorenson was a co-owner and portfolio manager of an investment advisory firm, PVF Inc. He was a Director of the BMC Fund Inc., a closely held mutual fund. Mr. Sorenson also served as Chairman of the Board of the American Life Insurance Company of New York and directed the investment activities of American Life as Chairman of the Investment Committee. Mr. Sorenson received an undergraduate degree from Stanford University and an MBA degree from Columbia University where he concentrated in Accounting and Finance. He is a Certified Public Accountant. | ||
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