Edge Asset Management: Our People

Daniel Coleman – Managing Director, Co-Head & Portfolio Manager

Dan is a Co-Head of Principal Edge, an investment team within Principal Asset Management, and serves as a Portfolio Manager. He is responsible for security selection and overseeing the firm's equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to the Head of Equities in 2005. He has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor's degree in finance from the University of Washington.

Sarah Radecki, CFA – Managing Director, Co-Head & Portfolio Manager

Sarah is a Co-Head of Principal Edge, an investment team within Principal Asset Management. She comanages Edge's SMID Equity Income and Equity Income strategies. Sarah joined Edge in 1999 as an Investment Analyst. She was promoted to Senior Investment Analyst in 2005, became an Associate Portfolio Manager/Senior Investment Analyst in 2011 and was promoted to the Director of Equity Research in 2017. In 2021, Sarah was promoted to Portfolio Manager on Edge's SMID Equity Income and Equity Income strategies. She has been in the investment industry since 1996. Previously she was an Equity Research Analyst for William O'Neil & Company. Sarah received a master's degree in economics from the University of California at Santa Barbara and bachelor's degrees in political science and economics from Saint Mary's College of California. Sarah has earned the right to use the Chartered Financial Analyst designation.

Theodore Jayne, CFA – Portfolio Manager

Toby is a Portfolio Manager at Principal Edge, an investment team within Principal Asset Management. He is responsible for co-managing Edge's Concentrated Mid Cap and Capital Appreciation strategies. Toby joined Edge in 2015 and has been in the investment industry since 1998. Previously, he was a Managing Director and Portfolio Manager at Wellington Management Company, LLP. Toby received a bachelor's degree in anthropology from Harvard University. Toby has earned the right to use the Chartered Financial Analyst designation.

Matthew Griffith, CFA – Director of Research

Matt is a Director of Research at Principal Edge, an investment team within Principal Asset Management. In this role, he is responsible for directing the equity research efforts at Edge and research coverage of Capital Goods, Transportation, Pharmaceuticals, Biotech, Life Sciences, and Energy. Matt joined Edge in 2019 and in 2021 he was promoted to Co-Director of Research. He has been in the investment industry since 2001 and previously was a senior research analyst and portfolio manager at D.A. Davidson & Co, a senior consulting analyst at Russell Investments and an analyst at Cohen & Steers. Matt received a bachelor's degree in computer science from Boston College. Matt has earned the right to use the Chartered Financial Analyst designation and has been a board member and President of CFA Society Seattle.

Lauren Choi – Associate Portfolio Manager/Senior Investment Analyst

Lauren is an Associate Portfolio Manager and Senior Investment Analyst at Principal Edge, an investment team within Principal Asset Management. In her role, she co-manages Edge's Concentrated Mid Cap strategy and is responsible for research coverage of the Information Technology sector. Lauren joined Edge in 2013 as an Investment Analyst and was promoted to a Senior Investment Analyst in 2016. She has been in the investment industry since 2003. Previously, she was a Vice President in Equity Research at JP Morgan Securities covering software. Lauren received a bachelor's degree in biomedical engineering and a minor in computer science from Johns Hopkins University.

Jamelah Leddy, CFA – Senior Investment Analyst

Jamelah is a Senior Investment Analyst at Principal Edge, an investment team within Principal Asset Management. In this role, she is responsible for research coverage of Consumer Discretionary, Consumer Staples, and Real Estate sectors. Jamelah joined Edge in 2017 and has been in the investment industry since. Previously, she was a Portfolio Manager at Cohen & Steers. Jamelah's background also includes research roles at McAdams Wright Ragen, Summit Capital, WM Advisors (now Edge), and Piper Jaffray. She received a bachelor's degree in politics from Whitman College. Jamelah has earned the right to use the Chartered Financial Analyst designation. She is a board member of CFA Society Seattle and has previously served as President.

Scott McConnell, CFA – Investment Analyst

Scott McConnell is an Investment Analyst at Principal Edge, a distinct investment team within Principal Asset Management. In this role, he is responsible for research coverage of the Consumer Discretionary and Materials sectors. Scott joined Edge in 2023 and has been in the investment industry since 2014. Previously, he was an Equity Analyst at 2Xideas, an Associate Director, Equity Research at UBS, and a Senior Equity Research Associate at D.A. Davidson & Co. Scott received a bachelor's degree in finance from Azusa Pacific University. Scott has earned the right to use the CFA designation.

Hiroki Tokuyama, CFA – Investment Analyst

Hiroki is an Investment Analyst at Principal Edge, an investment team within Principal Asset Management. In this role, he is responsible for research coverage of Aerospace & Defense and Communication Services. He joined Edge in 2018 as a Senior Portfolio Management Associate and was promoted to an Investment Analyst in 2021. He has been in the investment industry since 2013. Previously, he was an Associate at BlackRock, Inc. supporting equity, fixed income, and alternatives reporting. Prior to that, he was an Operations Associate at GW Capital, Inc. focusing on trading, portfolio accounting, and performance analytics. Hiroki received a bachelor's degree in Economics and Business from the University of Puget Sound. Hiroki has earned the right to use the Chartered Financial Analyst designation.

Nedret Vidinli, CFA – Associate Portfolio Manager/Senior Investment Analyst

Ned is an Associate Portfolio Manager and Senior Investment Analyst at Principal Edge, an investment team within Principal Asset Management. In his role, he co-manages Edge's Equity Income strategy and is responsible for research coverage of the Financials sector. Ned joined Edge in 2010 as a Senior Investment Analyst and was promoted to an Associate Portfolio Manager/Senior Investment Analyst in 2013. He has been in the investment industry since 1996 and has worked in a variety of capacities in and around the Financial sector. Previously, he was a Senior Analyst for FSI Group, Inc. providing fundamental research coverage for Financials, an Associate Director for Fitch Ratings, and an Associate National Bank Examiner for the U.S. Department of Treasury -- Comptroller of the Currency. Ned received an M.B.A. from Benedictine University and a bachelor's degree in business administration and finance from Drake University. Ned has earned the right to use the Chartered Financial Analyst designation.

Brent Williams, CFA – Investment Analyst

Brent is an Investment Analyst at Principal Edge, an investment team within Principal Asset Management. In this role, he is responsible for research coverage of Health Care Equipment and Services, Industrials Commercial & Professional Services, and Utilities. Brent joined Edge in 2021 and has been in the investment industry since 2012. Previously, he was a Senior Research Analyst at D.A. Davidson & Co. and a Senior Investment Consulting Analyst at Mercer Investments. Brent received a bachelor's degree in business administration with a concentration in finance from the University of Washington. Brent has earned the right to use the Chartered Financial Analyst designation.

Jonathan Ault, CFA – Product Specialist

Jon is a Product Specialist at Principal Edge, an investment team within Principal Asset Management. Jon joined Edge in 2019 and has been part of Principal since 2016. He has been in the investment industry since 2007. Previously, he was an Institutional Client Services Liaison, AVP for Envestnet, Inc where he supported several broker dealer relationships. Jon received a bachelor's degree in Finance and a minor in international business from Grand Valley State University. Jon has earned the right to use the Chartered Financial Analyst designation.

Jaime Kiehn, CFA – Managing Director, Senior Client Portfolio Manager

Jaime is a Managing Director and Senior Client Portfolio Manager at Principal Edge, an investment team within Principal Asset Management. She is responsible for Edge's sales and marketing activities, including growing the firm's distribution. She joined Edge in 2010 as a Client Portfolio Manager and was promoted to a Managing Director in 2017. Jaime has been in the investment industry since 2002. Previously, she was a Team Leader of Investment Product Management at Putnam Investments. She received an MBA from the Carroll School of Management at Boston College with a concentration in change and leadership and a bachelor's degree in management with a concentration in finance and economics from Tulane University. Jaime has earned the right to use the Chartered Financial Analyst designation.

Alfonso Tovar – Portfolio Management Associate

Alfonso is a Portfolio Management Associate at Principal Edge, an investment team within Principal Asset Management. He is responsible for many of the daily operational tasks related to managing portfolios and supports the boutique's client relationship efforts. Alfonso joined the firm in 2021. Prior to his current role, Alfonso served as a Research and Writing Tutor at Seattle Central College. He received a bachelor's degree in Business Administration - Finance from University of Washington.

Robert K. Furutani – Senior Equity Trader

Rob is an Equity Trader at Principal Global Investors. He joined Edge Asset Management, a specialized investment management team of Principal Global Investors, LLC, in 1999 and has been in the investment industry since 1996. Previously, he was a Securities Trader for a private trust company. He received a bachelor's degree in economics and international studies from the University of Washington. Rob is a board member of the Seattle Security Traders Association, a Chartered Mutual Fund Counselor, and an Accredited Asset Management Specialist.