Mr. Welch is a Vice President of Principal. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication.
He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds.
Mr. Welch has the NASD Series 7, 24, 63, and 66 licenses and is also an affiliate member of the Chartered Financial Analysts (CFA) Institute.
Mr. Welch earned his undergraduate degree from Grand View College and an M.B.A. from Drake University.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
PESAX | Principal LargeCap Value Fund III | $2740 M |
PCPTX | Principal SmallCap Value Fund II | $1340 M |
PINQX | Principal Overseas Fund | $3030 M |
* Net Assets include for all classes