Our People

Edge has an experienced team of investment professionals dedicated to helping clients reach their investment goals.

Daniel R. Coleman

Daniel R. Coleman – Chief Investment Officer, Portfolio Manager

Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors, 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 M.B.A. from New York University and a bachelor's degree in finance from the University of Washington.

David W. Simpson

David W. Simpson, CFA – Portfolio Manager

Dave is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He has co-managed Edge’s Small-Mid Cap Value/Equity Income strategy since its inception in 2007 and Edge’s Large Cap Value/Equity Income strategy since 2008. Dave joined Edge in 1993 and has been in the investment industry since 1986. Previously, he was Chief Investment Officer and Managing Director at Summit Capital Management. He received an M.B.A. in finance from the University of Wisconsin and a bachelor’s degree in agricultural sciences from the University of Illinois. Dave has earned the right to use the Chartered Financial Analyst designation.

Cliff Remily

Cliff Remily, CFA – Portfolio Manager

Cliff is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He is responsible for managing Edge’s International and Global Equity Income strategies, and has managed the associated global ETF since its inception in 2017. Cliff joined Edge in 2015 and has been in the investment industry since 2000. Previously, he was an Executive Vice President and Portfolio Manager at PIMCO. Prior to that he was a Managing Director and Portfolio Manager at Thornburg Investment Management. Cliff received an M.B.A. from the University of Southern California, Marshall School of Business and a bachelor's degree in business administration from the University of Washington. Cliff has earned the right to use the Chartered Financial Analyst designation.

Theodore Jayne

Theodore Jayne, CFA – Portfolio Manager

Toby is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He is responsible for co-managing Edge’s Mid Cap Core 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.

Sarah E. Radecki

Sarah E. Radecki, CFA – Director of Equity Research

Sarah is the Director of Equity Research at Edge Asset Management, an investment boutique within Principal Global Investors. She is responsible for directing the equity research effort at Edge and providing research coverage for the Consumer Discretionary and Consumer Staples sectors. Sarah joined Edge in 1999 as an Investment Analyst. She was promoted to a 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. She has been in the investment industry since 1998. 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.

Nedret Vidinli

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

Ned is an Associate Portfolio Manager and Senior Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. In his role, he co-manages Edge’s Large Cap Value/Equity Income strategy and is responsible for research coverage of the Financials and Real Estate sectors. 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.

Michael L. Gill-More

Michael L. Gill-More, CFA – Senior Investment Analyst

Mike is a Senior Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. In this role, he is responsible for research coverage of the Energy, Health Care, and Utilities sectors. Mike joined Edge in 2005 as an Investment Analyst and was promoted to a Senior Investment Analyst in 2013. Mike has been in the investment industry since 1997. Previously, he was in the research department for Star Investment Advisors. He received an M.B.A. and a bachelor's degree in economics and political science from the University of Washington. Mike has earned the right to use the Chartered Financial Analyst designation.

Lauren Choi

Lauren Choi – Senior Investment Analyst

Lauren is a Senior Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. She focuses on research coverage of the Industrials and Technology Software industries. 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 at JP Morgan Securities with over 10 years of experience as a Software Equity Research Analyst. Lauren received a bachelor’s degree in biomedical engineering from Johns Hopkins University.

Jamelah Leddy

Jamelah Leddy, CFA – Senior Investment Analyst

Jamelah is a Senior Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. In this role, she is responsible for research coverage of Consumer Discretionary, Diversified Financials, and Insurance. Jamelah joined Edge in 2017 and has been in the investment industry since 1994. 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.

Frank (Trip) Brannen

Frank (Trip) Brannen, CFA – Investment Analyst

Trip is an Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. In this role, he is responsible for research coverage of the Industrials, Materials, and Telecommunications sectors. He joined Edge in 2016 and has been in the investment industry since 2009. Previously, he was a Portfolio Manager at Parametric Portfolio Associates. Prior to that, he worked at PIMCO supporting the firm’s equity income products. He received a master’s degree in computational finance from the University of Washington and bachelor’s degree in mathematics and actuarial science from the University of Tennessee at Chattanooga. Trip has earned the right to use the Chartered Financial Analyst designation.

Jaime M. Kiehn

Jaime M. Kiehn, CFA – Managing Director, Product Specialist

Jaime is a Managing Director and Product Specialist at Edge Asset Management, an investment boutique within Principal Global Investors. 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 M.B.A. 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.

Adrienne E. Schoendorf

Adrienne E. Schoendorf, CFA – Product Specialist

Adrienne is a Product Specialist at Edge Asset Management, an investment boutique within Principal Global Investors. She joined Edge in 2015 and has been in the investment industry since 2007. Previously, she was a Portfolio Analyst at William Blair & Company. Adrienne received bachelor’s degrees in finance and economics from Susquehanna University. Adrienne has earned the right to use the Chartered Financial Analyst designation.

Adrienne E. Schoendorf

Hiroki Tokuyama – Sr. Portfolio Management Associate

Hiroki is a Sr. Portfolio Management Associate at Edge Asset Management, an investment boutique within Principal Global Investors. He joined Edge in 2018 and 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. He is a CFA Level III Candidate for the June 2018 exam.