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James Welch
Portfolio Manager-Fixed Income chez Principal Global Investors LLC
Profil
Mr. James Welch is a Portfolio Manager at Principal Global Investors LLC.
Previously, he had additional portfolio management/fundamental analysis duties at Dreyfus Tax Exempt and Dreyfus Taxable Fixed Income Departments (wholly owned subsidiaries of the Bank of New York Mellon Corporation).
During his career, Mr. Welch has focused on speculative credits/derivatives capitalizing on market dislocations for various clients (high net worth, retail SMA, and institutional).
Past investment endeavors include managing the options desk at Dreyfus Investment Services.
Mr. Welch received his Bachelor’s degree and an MBA degree from Hofstra University.
He is a member of the Municipal Analyst Group of New York and New York Society of Security Analysts.
Postes actifs de James Welch
Sociétés | Poste | Début |
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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. | Portfolio Manager-Fixed Income | 01/01/2014 |
Formation de James Welch
The Pennsylvania State University | Undergraduate Degree |
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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 |