Jeffrey Allen Schwarte
Market Strategist at Simplify Asset Management, Inc.
Profile
Jeffrey Allen Schwarte is currently the Chief Equity Strategist at Simplify Asset Management, Inc. He previously worked as a Portfolio Manager at Principal Management Corp.
and Principal Global Investors LLC.
He obtained his undergraduate degree from the University of Northern Iowa in 1993.
Jeffrey Allen Schwarte active positions
Companies | Position | Start |
---|---|---|
Simplify Asset Management, Inc.
Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Market Strategist | 01/04/2024 |
Former positions of Jeffrey Allen Schwarte
Companies | Position | 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. | Analyst-Equity | 01/01/2001 |
Principal Management Corp.
Principal Management Corp. Investment ManagersFinance Principal Management Corp. (PMC) is a registered investment advisor located in Des Moines, Iowa. Principal Financial Services, Inc., a wholly-owned subsidiary of Principal Financial Group, Inc. (NYSE: PFG), is a 100% stockowner of PMC. The firm primarily serves as the administrator and manager-of-managers on behalf of Principal Funds, organized by Principal Life Insurance Co. They also serve as the administrator for Principal ETFs. For some of the funds, some of sub-advisor investment advisory and administrative services are provided by PMC doing business as "Principal Portfolio Strategies." In addition, PMC is registered with the Commodity Futures Trading Commission (“CFTC”) as a Commodity Pool Operator (“CPO”) and operates one of more controlled foreign corporations (each a “CFC”) of the registered fund for which they act as a registered CPO. PMC is also a member of the National Futures Association ("NFA). PMC's clients include mutual funds, ETFs, funds of funds, and unregistered separate accounts of a Principal Life Insurance Co. | Portfolio Manager-Equities | 01/05/2017 |
Training of Jeffrey Allen Schwarte
University of Northern Iowa | Undergraduate Degree |
Experiences
Positions held
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Inactive
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 3 |
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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 |
Principal Management Corp.
Principal Management Corp. Investment ManagersFinance Principal Management Corp. (PMC) is a registered investment advisor located in Des Moines, Iowa. Principal Financial Services, Inc., a wholly-owned subsidiary of Principal Financial Group, Inc. (NYSE: PFG), is a 100% stockowner of PMC. The firm primarily serves as the administrator and manager-of-managers on behalf of Principal Funds, organized by Principal Life Insurance Co. They also serve as the administrator for Principal ETFs. For some of the funds, some of sub-advisor investment advisory and administrative services are provided by PMC doing business as "Principal Portfolio Strategies." In addition, PMC is registered with the Commodity Futures Trading Commission (“CFTC”) as a Commodity Pool Operator (“CPO”) and operates one of more controlled foreign corporations (each a “CFC”) of the registered fund for which they act as a registered CPO. PMC is also a member of the National Futures Association ("NFA). PMC's clients include mutual funds, ETFs, funds of funds, and unregistered separate accounts of a Principal Life Insurance Co. | Finance |
Simplify Asset Management, Inc.
Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Finance |
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