Profil
Mr. Michael P.
Finnegan, CFA, is Chief Investment Officer at Principal Management Corp.
Mr. Finnegan was previously employed as Senior Vice President by Principal Global Investors LLC, an Analyst by Wilshire Associates, Inc., and Senior VP-Retirement & Investor Services by The Principal Financial Group, Inc.
Mr. Finnegan received his BBA in Finance from Iowa State University and his MA in Finance from The University of Iowa.
He is also a Chartered Financial Analyst.
Anciens postes connus de Michael Patrick Finnegan
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Analyst-Equity | 30/04/2001 |
Principal Management Corp.
Principal Management Corp. Investment ManagersFinance Principal Management Corp. (PMC) serves as a sub-advisor to Principal Life Insurance Co. (“PLIC”) unregistered separate accounts that are custom target-date separate account series for Community Health Systems, Inc. (“CHS”) and Sanford Health retirement customers of PLIC. The two custom target date series, called the CHS Target Date Separate Account Series and the Sanford Target Date Separate Account Series, invest in Principal Funds and unregistered separate accounts of PLIC. PLIC hired PMC to be the sub-advisor for the two custom target-date PLIC separate account series. For the CHS and Sanford Target Date Separate Accounts, PMC develops and monitors each series’ strategic or long-term asset class targets and target ranges. PMC is also responsible for providing an active rebalancing strategy for each series designed to identify asset classes that appear attractive over the short-term and sets the percentage of each series’ assets to be allocated to a particular asset class. PMC selects the underlying funds or PLIC separate accounts for each asset class and the target weights for each underlying investment option. Eligible investment options for the CHS and Sanford Target Date Separate Account Series include PLIC unregistered separate accounts (separate accounts that do not invest in shares of Principal Funds) and Principal Funds. | Directeur en chef des Investissements | - |
| PRINCIPAL FINANCIAL GROUP, INC. | Directeur en chef des Investissements | 29/05/2009 |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Michael Patrick Finnegan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Principal Financial Group, Inc.
Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Principal Management Corp.
Principal Management Corp. Investment ManagersFinance Principal Management Corp. (PMC) serves as a sub-advisor to Principal Life Insurance Co. (“PLIC”) unregistered separate accounts that are custom target-date separate account series for Community Health Systems, Inc. (“CHS”) and Sanford Health retirement customers of PLIC. The two custom target date series, called the CHS Target Date Separate Account Series and the Sanford Target Date Separate Account Series, invest in Principal Funds and unregistered separate accounts of PLIC. PLIC hired PMC to be the sub-advisor for the two custom target-date PLIC separate account series. For the CHS and Sanford Target Date Separate Accounts, PMC develops and monitors each series’ strategic or long-term asset class targets and target ranges. PMC is also responsible for providing an active rebalancing strategy for each series designed to identify asset classes that appear attractive over the short-term and sets the percentage of each series’ assets to be allocated to a particular asset class. PMC selects the underlying funds or PLIC separate accounts for each asset class and the target weights for each underlying investment option. Eligible investment options for the CHS and Sanford Target Date Separate Account Series include PLIC unregistered separate accounts (separate accounts that do not invest in shares of Principal Funds) and Principal Funds. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
Iowa State University
Iowa State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Iowa
University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















