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

DO
Dan Oldani
Managing Director, Investor Solutions
DM
Dennis Menken
Senior Vice President & CIO, Principal Life Insurance Company
KG
Kelly Grossman
Managing Director - Principal Global Investors
Profile Photo
María Paz Lecaros Sotomayor
Head of Real Estate Investments and Alternative Assets

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners