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Name | Title | Since | Until |
---|---|---|---|
Jeffrey A. Schwarte | Portfolio Manager | 2018 | 2018 |
Biography | Jeff is a portfolio manager at Principal Global Equities. Jeff is an active member in the group’s research and development activities. He joined the equities group in 2000 as an analyst and named a portfolio manager in 2001. He has been with Principal since 1993. He received a bachelor's degree in accounting from the University of Northern Iowa. Jeff has earned the right to use the CFA designation. He is a Certified Internal Auditor and a Fellow of the Life Management Institute (FLMI). Jeff is a member of the CFA Society of Iowa and the CFA Institute. | ||
Christopher Ibach | Associate Portfolio Manager | 2015 | 2018 |
Biography | Chris serves as a portfolio manager for global equity strategies. He joined the firm in 2000 as an equities research analyst, specializing in the analysis of international technology companies and became portfolio manager in 2002. Previously, Chris gained six years of related industry experience with Motorola, Inc. Chris received an MBA in finance and a bachelor's degree in electrical engineering from the University of Iowa. Chris has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Joel B. Fortney | Portfolio Manager | 2014 | 2018 |
Biography | Joel is a portfolio manager for Principal Global Equities. He serves as co-manager for the U.S. Mid-Cap Value strategy. In addition, he provides fundamental investment research on U.S.-based companies in the financial sector. Joel joined the firm in 2001. He received an MBA in finance, economics, econometrics and statistics from the University of Chicago Booth School of Business and a Bachelor's Degree in finance from the University of Iowa. Joel has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Jeffrey A. Schwarte | Portfolio Manager | 2010 | 2015 |
Biography | Jeff is a portfolio manager at Principal Global Equities. Jeff is an active member in the group’s research and development activities. He joined the equities group in 2000 as an analyst and named a portfolio manager in 2001. He has been with Principal since 1993. He received a bachelor's degree in accounting from the University of Northern Iowa. Jeff has earned the right to use the CFA designation. He is a Certified Internal Auditor and a Fellow of the Life Management Institute (FLMI). Jeff is a member of the CFA Society of Iowa and the CFA Institute. | ||
Arild Holm | Portfolio Manager | 2007 | 2015 |
Biography | Arild Holm, CFA - Portfolio Manager Arild is a portfolio manager for Principal Global Equities. He is focused primarily on U.S. value equity strategies. In addition, he covers U.S. companies in the energy sector. Before joining Principal in 2002, Arild was an investment officer with the University of California for two and a half years. Previously, Arild spent nearly four years with the Colorado Public Employees' Retirement Association (PERA) as an energy portfolio manager and two years as an oil and gas analyst with Hanifen, Imhoff, Inc. | ||
John Pihlblad | Portfolio Manager | 2000 | 2010 |
Biography | John Pihlblad, CFA - Portfolio Manager John is a portfolio manager and senior investment officer at Principal Global Equities. He joined the company in 2000 as a portfolio manager and led the development of the firm's proprietary Global Research Platform. John has over 29 years of investment experience, including 17 years of experience in managing international equities. Previously, he was a partner and co-founder of GlobeFlex Capital in San Diego where he was responsible for developing and implementing the investment process for both domestic and international equity products. Prior to that, John was a portfolio manager at Nicholas Applegate in San Diego, where he developed one of the first global systematic investment processes in the industry. John was also director of equity research at Boatmen's Trust Company, in Kansas City, Mo., where he developed a comprehensive quantitative portfolio management platform. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. |
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