Brian is a portfolio manager for Principal Global Equities. Brian leads the global small-cap team which encompasses global, international, regional and U.S. small-cap strategies.
He serves as the lead portfolio manager for the firm's international portfolios while providing oversight to the U.S. small-cap team.
Brian also leads the global small-cap team's research and development efforts. He joined the firm in 1994 and became a portfolio manager in 2001.
Brian received an MBA and a bachelor's degree in finance from the University of Iowa. Brian has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
PLLAX | Principal SmallCap Fund | $1390 M |
* Net Assets include for all classes