Dan Coleman
Gestionnaire de Portefeuille-Actions chez Principal Global Investors LLC
Profil
Daniel R.
Coleman is a Portfolio Manager at Principal Global Investors LLC since 2017.
He previously worked as a Vice President & Senior Business Manager at Go2Net, Inc. and as a Principal at Ragen MacKenzie Group, Inc. He also served as the Head of Equities at Edge Asset Management, Inc. from 2005 to 2020.
Additionally, he worked as a Principal at Brookhaven Capital Management LLC and as a Portfolio Manager at WM Advisors, Inc. Mr. Coleman completed his undergraduate degree at the University of Washington and holds an MBA from New York University.
Postes actifs de Dan Coleman
| Sociétés | Poste | Début |
|---|---|---|
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Gestionnaire de Portefeuille-Actions | 01/05/2017 |
Anciens postes connus de Dan Coleman
| Sociétés | Poste | Fin |
|---|---|---|
| WM Advisors, Inc. | Corporate Officer/Principal | - |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Corporate Officer/Principal | - |
Go2Net, Inc.
 Go2Net, Inc. Information Technology ServicesTechnology Services Go2Net, Inc. offers a network of technology and community driven web sites in the fields of personal, finance, commerce and games. The company also develops web related software | Corporate Officer/Principal | - |
Brookhaven Capital Management LLC
 Brookhaven Capital Management LLC Investment ManagersFinance Founded in 1985 by Vincent A. Carrino, Brookhaven Capital Management LLC is a hedge fund firm headquartered in Menlo Park, California. They manage the Watershed Partners LP, the Piton Partners LP and the Watershed (Cayman) Ltd | Corporate Officer/Principal | - |
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Directeur en chef des Investissements | - |
Formation de Dan Coleman
| University of Washington | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Go2Net, Inc.
Go2Net, Inc. Information Technology ServicesTechnology Services Go2Net, Inc. offers a network of technology and community driven web sites in the fields of personal, finance, commerce and games. The company also develops web related software | Technology Services |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Finance |
Brookhaven Capital Management LLC
Brookhaven Capital Management LLC Investment ManagersFinance Founded in 1985 by Vincent A. Carrino, Brookhaven Capital Management LLC is a hedge fund firm headquartered in Menlo Park, California. They manage the Watershed Partners LP, the Piton Partners LP and the Watershed (Cayman) Ltd | Finance |
| WM Advisors, Inc. | Finance |