
Jeffrey Schwarte
Portfolio Manager
Principal Financial Services Inc
United States, Iowa, Des Moines
About Me
Experienced Portfolio Manager with a demonstrated history of working in the asset management industry. Skilled in Portfolio Management, Risk Management, Quantitative Research, Big Data Analytics, Behavioral Finance, Smart Beta, and Global Equities. Strong finance professional with a Bachelor’s Degree focused in Accounting from University of Northern Iowa.
Profile Information
Portfolio Manager
Principal Financial Services Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Des Moines
Iowa
United States
May 15, 2024
More profiles to browse
Ellen Shumway
Senior Executive Director Strategy and Investments
Tim Dunbar
President, Global Asset Management
MP
Meighan Phillips
Managing Director, Portfolio Management
Daniel Houston
Chairman, Director, President & CEO
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth