Experience

ManchesterStory

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Director of Research

  • Sep 2017 - Apr 2023

  Des Moines, Iowa Area Joined ManchesterStory Venture Fund L.P., an early to growth stage venture capital fund focused on InsureTech, FinTech, and Healthcare companies in the Fall of 2017. The management company/venture fund is a spin out from Pappajohn Capital Resources, a venture capital firm that has successfully invested in early stage companies in healthcare, software, and financial services for decades. My responsibilities include day-to-day management of firm’s investment process including initial and… Show more Joined ManchesterStory Venture Fund L.P., an early to growth stage venture capital fund focused on InsureTech, FinTech, and Healthcare companies in the Fall of 2017. The management company/venture fund is a spin out from Pappajohn Capital Resources, a venture capital firm that has successfully invested in early stage companies in healthcare, software, and financial services for decades. My responsibilities include day-to-day management of firm’s investment process including initial and ongoing due diligence and oversight for the Fund's current and prospective investments. Investment due diligence includes a rigorous examination of the viability of the firm's business concept, business strategy, financial plan, deal terms and exit strategy. Also serve as investment lead for ventures focused on important sub-industries within broader FinTech market including InvestTech, WealthTech, BankTech, and RegTech. Show less



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Apr 2014 - May 2016

  Santa Monica, California Responsible for the development and management of a new suite of multi-strategy asset allocation mutual funds/ETFs. Also,serving as a product manager for Guggenheim's equity strategies supporting external consultants, financial advisors, and institutional clients.



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • May 2001 - Apr 2014

  Vice President and Chief Investment Officer, Principal Funds. As CIO I served as: Director, Investment Services Group. Managed a group of 35 investment professionals who served as the investment-related resource supporting Principal's retirement (DC/DB), mutual fund/CIT, and variable annuity businesses. The group was responsible of all investment-related communications, performance reporting, third-party data provider relationships, oversight of Principal's $40B sub-advisory platform… Show more Vice President and Chief Investment Officer, Principal Funds. As CIO I served as: Director, Investment Services Group. Managed a group of 35 investment professionals who served as the investment-related resource supporting Principal's retirement (DC/DB), mutual fund/CIT, and variable annuity businesses. The group was responsible of all investment-related communications, performance reporting, third-party data provider relationships, oversight of Principal's $40B sub-advisory platform, manager research, manager selection and ongoing due diligence; and providing investment consulting and general client service to Principal's institutional DC/DB clients. Fund Manager. Directly managed Principal's target date mutual fund/CIT franchise ($35B), the Global Diversified Income Fund ($13B), the Diversified Real Asset Fund ($4B), and the Global Multi-Strategy Fund - a liquid hedge fund strategy ($2B). Chair, Mutual Fund Product Development Committee. Lead mutual fund/CIT product development for Principal's DC/DB retirement, mutual fund, and variable annuity platforms.Worked closely with senior fund management, mutual fund board of directors, and the legal and compliance departments to execute new product strategies. President, Principal Financial Advisors (PFA). PFA served as the registered investment advisor for Principal's 400 plus full service DB clients with total assets over $6B. Advisory services included strategic asset allocation studies, LDI consulting, asset class structure, manager selection, and performance reporting. Treasurer and Chairman, Principal Foundation. Responsible of overseeing the the Foundation's $60M investment portfolio and coordinating periodic cash flows. Show less



Wilshire

• United States
• Financial Services
• 200 - 300 Employee

• Vice President

  • May 1998 - Apr 2001

  Pittsburgh Vice President, Consulting Division. Responsible for providing investment consulting, technology support and client service for Wilshire's Compass clients which included large public/corporate DB sponsors, foundations, and endowment clients. Consulting services included asset allocation studies, endowment/foundation spending studies, investment structure, manager search and selection, attribution analysis, and performance reporting.



Iowa Public Employees' Retirement System

• United States
• Government Administration
• 1 - 100 Employee

• Senior Investment Officer - Public Markets

  • May 1993 - Apr 1998

  Des Moines Senior Investment Officer, Public Market Strategies. Responsible for coordinating annual asset/liability and strategic asset allocation studies, and implementing and overseeing all public market investment strategies including domestic and international equities, domestic and global fixed income, and a global currency overlay program.