Humphrey Lee
Investor Relations Contact chez PRINCIPAL FINANCIAL GROUP, INC.
Provenance du réseau au premier degré de Humphrey Lee
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Indiana University
284
| College/University | Other Consumer Services | 284 |
| Subsidiary | Chemicals: Specialty | 50 | |
| Public Company | Investment Managers | 46 | |
Tepper School of Business
19
| College/University | Other Consumer Services | 19 |
Dowling & Partners Securities LLC
 Dowling & Partners Securities LLC Investment Banks/BrokersFinance Founded in 1990, Dowling & Partners is an SEC-registered, institutional broker/dealer headquartered in Farmington, Connecticut. The firm focuses on the U.S. reinsurance industry including property and casualty insurance, life insurance and health insurance. They offer a full array of investment services. Dowling & Partners' research is weighted toward larger, publicly-traded insurers, reinsurers and intermediaries. The firm places emphasis on balance sheet strength and areas of sustained competitive advantage and makes extensive use of the statutory books filed with state insurance departments. Dowling & Partners is a member of FINRA. Their transactions are introduced and cleared through Pershing LLC.
11
| Private Company | Investment Banks/Brokers | 11 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Humphrey Lee via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Dow Silicones Corp.
 Dow Silicones Corp. Chemicals: SpecialtyProcess Industries Dow Silicones Corp. engages in the provision of silicones products and solutions. Its silicon-based materials are used in products and applications of sectors including electronics, automotive, construction, textiles, and healthcare. The company was founded in 1943 and is headquartered in Midland, MI. | Chemicals: Specialty | Director/Board Member Director/Board Member | |
| Washington University in St. Louis | College/University | Graduate Degree Doctorate Degree | |
Principal Life Insurance Co.
 Principal Life Insurance Co. Investment ManagersFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Investment Managers | Director/Board Member Corporate Officer/Principal Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Operating Officer Director/Board Member Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Teachers Insurance & Annuity Association of America-College
 Teachers Insurance & Annuity Association of America-College Investment ManagersFinance Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Fixed Income | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Financial Conglomerates | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Principal National Life Insurance Co.
 Principal National Life Insurance Co. Life/Health InsuranceFinance Part of Principal Financial Group, Inc., Principal National Life Insurance Co. is a private company based in Des Moines, IA. | Life/Health Insurance | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Principal International LLC
 Principal International LLC Investment ManagersFinance Principal International LLC provides financial and investment services. The company was founded in 1990 and is headquartered in Des Moines, IA. | Investment Managers | Director/Board Member Chairman Director/Board Member Director of Finance/CFO | |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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. | Investment Managers | Chief Executive Officer Head-Equity Investments Portfolio Manager-Equities Chief Executive Officer | |
The American Academy of Actuaries
 The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Iowa | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| Kelley School of Business | College/University | Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Ball State University (Indiana) | College/University | Undergraduate Degree Undergraduate Degree | |
Principal Shareholder Services, Inc.
 Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The private company is based in El Dorado Hills, CA. | Multi-Line Insurance | Director/Board Member Corporate Officer/Principal | |
American Council of Life Insurers
 American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Chairman Corporate Officer/Principal | |
LL Global, Inc.
 LL Global, Inc. Miscellaneous Commercial ServicesCommercial Services LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson. | Miscellaneous Commercial Services | Chairman Director/Board Member | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Principal Financial Services Asia (UK) Ltd.
 Principal Financial Services Asia (UK) Ltd. Financial ConglomeratesFinance Founded in 2017, Principal Financial Services Asia (UK) Ltd. is a part of Principal Financial Group, Inc. that provides financial services. The private company is based in London, UK. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Employee Benefit Research Institute
 Employee Benefit Research Institute Packaged SoftwareTechnology Services The Employee Benefit Research Institute develops a saving application. The private company is based in Washington. | Packaged Software | Director/Board Member Director/Board Member | |
Greater Des Moines Partnership
 Greater Des Moines Partnership Miscellaneous Commercial ServicesCommercial Services Greater Des Moines Partnership operates as the economic and community development organization serving Greater Des Moines (DSM), united to drive economic growth with one voice, one mission and as one region. The company is headquartered in Des Moines, IA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Elevate Ventures, Inc.
 Elevate Ventures, Inc. Investment ManagersFinance Elevate Ventures, Inc (Elevate Ventures) is a venture capital firm founded in 2010. The firm is headquartered in Indianapolis. | Investment Managers | Chief Operating Officer Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree | |
RobustWealth, Inc.
 RobustWealth, Inc. Internet Software/ServicesTechnology Services RobustWealth, Inc. owns and operates a wealth management platform. Its platform integrates an array of features into one suite which include automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals and risk based investment portfolios, and the open architecture use of investment options. The company was founded by Michael Kerins and is headquartered in Lambertville, NJ. | Internet Software/Services | Chairman Director/Board Member | |
| Insured Retirement Institute | Director/Board Member Director/Board Member | ||
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Investment Managers | Chairman Director/Board Member | |
Principal Retirement Advisors Pvt Ltd.
 Principal Retirement Advisors Pvt Ltd. Investment ManagersFinance Part of Sundaram Finance Ltd., Principal Retirement Advisors Pvt Ltd. is an Indian company that provides financial advisory services. The private company is based in Mumbai, India. | Investment Managers | Director/Board Member Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Doctorate Degree Corporate Officer/Principal | |
Principal Real Estate Europe Ltd.
 Principal Real Estate Europe Ltd. Investment ManagersFinance Principal Real Estate Europe Ltd. Provides fund management advisory services. The firm’s services include fund accounting, debt management and treasury, tax and structuring and regulatory compliance. The company was founded by Andrew David Thornton and Jos Short in May 2008 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
PricewaterhouseCoopers International Ltd.
 PricewaterhouseCoopers International Ltd. Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Graduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Principal Funds Distributor, Inc.
 Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Funds Distributor, Inc. provides securities brokerage services. The private company is based in Des Moines, IA. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
The Business Roundtable
 The Business Roundtable Miscellaneous Commercial ServicesCommercial Services The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
Principal Afore SA de CV
 Principal Afore SA de CV Investment ManagersFinance Part of Principal Financial Group, Inc., Principal Afore SA de CV is a financial company based in San Pedro Garza García, Mexico. The Mexican company offers three types of investment funds, including debt funds, variable income, and lifestyle funds, which are tailored to meet the future needs and goals of each investor. Main Lifestyle is a family of investment funds that provides diversification according to the profile and needs of each investor. The private company was founded in 1997, and Josemaría Bolio Barajas has been the CEO of the company since 2020. | Investment Managers | Director/Board Member Chief Executive Officer | |
| University of Notre Dame | College/University | Director/Board Member Corporate Officer/Principal | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 44 |
| Royaume-Uni | 4 |
| Inde | 2 |
| Mexique | 2 |
Sectorielle
| Finance | 20 |
| Consumer Services | 16 |
| Commercial Services | 9 |
| Technology Services | 4 |
| Process Industries | 2 |
Opérationnelle
| Director/Board Member | 343 |
| Corporate Officer/Principal | 169 |
| Undergraduate Degree | 97 |
| Independent Dir/Board Member | 62 |
| Chief Executive Officer | 56 |
Relations les plus connectées
| Insiders | |
|---|---|
| Mary Beams | 33 |
| John Hess | 30 |
| Geoffery Merszei | 30 |
| Daniel Houston | 29 |
| Ruth Shaw | 28 |
| Blair Pickerell | 28 |
| Timothy Dunbar | 23 |
| Jocelyn Carter-Miller | 22 |
| Michael Parker | 21 |
| Patrick Halter | 21 |
| Zachary Posner | 17 |
| Kamal Bhatia | 17 |
| Craig Abrahams | 17 |
| Diane Nordin | 16 |
| H. Elizabeth Mitchell | 14 |
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