CoverProfile

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

Profile Photo
Ellen Shumway
Senior Executive Director Strategy and Investments
Profile Photo
Tim Dunbar
President, Global Asset Management
MP
Meighan Phillips
Managing Director, Portfolio Management
Profile Photo
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