![Dan Coleman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Coleman
Portfolio Manager-Equities at
Principal Global Investors LLC
Profile
Mr. Daniel R.
Coleman is a Portfolio Manager at Principal Global Investors LLC.
He has over 47 years of experience.
Mr. Coleman was previously employed as a Chief Investment Officer & Portfolio Manager by Edge Asset Management, Inc., a Principal by Brookhaven Capital Management LLC, a Vice President & Senior Business Manager by Go2Net, Inc., a Principal by Ragen MacKenzie Group, Inc., and a Portfolio Manager by WM Advisors, Inc.
He received his undergraduate degree from the University of Washington and an MBA from New York University.
Dan Coleman active positions
| Companies | Position | Start |
|---|---|---|
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Portfolio Manager-Equities | 01/05/2017 |
Former positions of Dan Coleman
| Companies | Position | End |
|---|---|---|
WM Advisors, Inc.
 WM Advisors, Inc. Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | - |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Go2Net, Inc.
 Go2Net, Inc. Information Technology ServicesTechnology Services Provides networking services | Corporate Officer/Principal | - |
Brookhaven Capital Management LLC
 Brookhaven Capital Management LLC Investment ManagersFinance Brookhaven Capital Management invests primarily in small- to mid-cap companies in the technology sector | Corporate Officer/Principal | - |
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Chief Investment Officer | - |
Training of Dan Coleman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
60
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Go2Net, Inc.
Go2Net, Inc. Information Technology ServicesTechnology Services Provides networking services | Technology Services |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal AM has divided their investment management operations into several unique boutiques. The equities boutiques render advice primarily for equity securities. They utilize internally generated fundamental research that focuses on bottom-up stock selection within a sophisticated comparative framework. The fixed income boutique renders advice primarily for debt securities. Their currency boutiques render advice for active and passive currency. Applying a fundamental-discretionary, macroeconomic theme-based investment approach to portfolio management, the strategies include absolute return as well as base currency hedging strategies. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brookhaven Capital Management LLC
Brookhaven Capital Management LLC Investment ManagersFinance Brookhaven Capital Management invests primarily in small- to mid-cap companies in the technology sector | Finance |
WM Advisors, Inc.
WM Advisors, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
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