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Dan Coleman
Portfolio Manager-Equities at Principal Global Investors LLC
Dan Coleman active positions
Companies | Position | Start | End |
---|---|---|---|
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-Equities | 01/05/2017 | - |
Career history of Dan Coleman
Former positions of Dan Coleman
Companies | Position | Start | End |
---|---|---|---|
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). | Analyst-Equity | 01/01/2001 | - |
Chief Investment Officer | 01/01/2020 | - | |
Head-Equity Investments | 01/01/2001 | 01/01/2005 | |
Portfolio Manager-Equities | 01/01/2001 | - |
Training of Dan Coleman
New York University | Masters Business Admin |
University of Washington | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
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 |
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 |
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 |
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 |
WM Advisors, Inc. | 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 |
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