Our People

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

+   Management Team
Todd A. Jablonski

Todd A. Jablonski, CFA – Chief Investment Officer, Head of Asset Allocation, Portfolio Manager

Todd is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors. He was promoted to this role in March 2016 and is responsible for investment management, product development, and risk management at Edge. Additionally, Todd is the Head of Asset Allocation and serves as a Portfolio Manager on Edge’s asset allocation portfolios. He joined Edge in 2010 and has been in the investment industry since 1998. Previously, he was an Executive Director and Portfolio Manager for UBS, and a Vice President and Portfolio Manager for Credit Suisse. He received an M.B.A. from New York University with a concentration in quantitative finance and a bachelor’s degree in economics from University of Virginia. Todd has earned the right to use the Chartered Financial Analyst designation.

Aleda M. Anderson

Aleda M. Anderson – Director, Strategy & Operations

Aleda is the Director of Strategy & Operations at Edge Asset Management, an investment boutique within Principal Global Investors. In this role, she oversees Edge’s investment operations and back-office. Aleda joined Edge in 2011 and has been in the investment industry since 1986. Previously, she held various positions relating to the operation of Charles Schwab’s mutual fund supermarket, including Vice President and General Manager. She was most recently Vice President of distribution services for the Schwab funds and Laudus funds. Aleda attended San Francisco State University, where she studied Philosophy and Religion.

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.

+   Equity Team
Daniel R. Coleman

Daniel R. Coleman – Head of Equities, Portfolio Manager

Dan is the Head of Equities 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 coordinating 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.

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 Materials, Technology Hardware, and Telecommunications sectors. He joined Edge in 2016 and has been in the investment industry since 2009. Previously, he was a Portfolio Manager for 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.

Robert K. Furutani

Robert K. Furutani – Equity Trader

Rob is an Equity Trader at Edge Asset Management, an investment boutique within Principal Global Investors. He joined Edge 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.

+   Fixed Income Team
Gregory L. Tornga

Gregory L. Tornga, CFA – Head of Fixed Income, Portfolio Manager

Greg is the Head of Fixed Income at Edge Asset Management, an investment boutique within Principal Global Investors. He joined Edge in 2011 in this position and is responsible for overseeing the firm’s fixed income team and strategies. In addition, he is the lead Portfolio Manager on Edge’s Investment Grade Corporate strategy and provides research coverage for the Cable and Telecommunications industry. He has been in the investment industry since 2002. Previously, Greg was a Senior Vice President for Payden & Rygel Investment Management in Los Angeles, where he served as the Head of Investment Grade Credit Strategy. His background also includes corporate finance roles in the Technology and Communication industry with Texas Instruments and Covad Communications. Greg received an M.B.A. from the Argyros School of Business and Economics at Chapman University and a bachelor’s degree from the University of Michigan. Greg has earned the right to use the Chartered Financial Analyst designation.

John R. Friedl

John R. Friedl, CFA – Portfolio Manager

John is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. John is the lead Portfolio Manager for Edge’s Core Plus strategy and provides research coverage for the High Yield, Gaming, Health Care, and Oil & Gas industries. He joined Edge in 1998 as an Investment Analyst, when he entered the industry, and was promoted to Portfolio Manager in 2003. Previously, he was an Agency Coordinator for Northern Life. John received a master's degree in finance from Seattle University and a bachelor's degree in communications and history from the University of Washington. John has earned the right to use the Chartered Financial Analyst designation.

Scott J. Peterson

Scott J. Peterson, CFA – Portfolio Manager

Scott is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. Scott is the lead Portfolio Manager for Edge’s Short Term Income strategy and provides research coverage for Asset-Backed Securities and the Financial Services industries. Scott joined Edge in 2002 and has been in the investment industry since 1989. His background also includes various portfolio management and analyst roles at Russell Investment Group, Standish, Ayer & Wood, Inc., and Moody’s Investors Service. Scott received an M.B.A. from New York University and a bachelor's degree in mathematics from Brigham Young University. Scott has earned the right to use the Chartered Financial Analyst designation.

Ryan P. McCann

Ryan P. McCann, CFA – Portfolio Manager

Ryan is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He is the lead Portfolio Manager on Edge’s Mortgage Securities strategy and provides research coverage across structured products including MBS, ABS and CMBS. Ryan joined Edge in 2010 and has been in the investment industry since 1993. Previously, he was a Portfolio Manager and Trader of Structured Mortgage Products for Columbia Asset Management. His background also includes positions with GE Capital and First Interstate Bank. Ryan received a bachelor’s degree in business administration from Washington State University. Ryan has earned the right to use the Chartered Financial Analyst designation.

Marshall E. Pitcher

Marshall E. Pitcher, CFA – Senior Investment Analyst

Marshall is a Senior Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. He focuses on research coverage of the Autos, Housing, Paper/Packaging, REITS, and Utilities Industries. Marshall joined Edge in 2000 as an Investment Analyst and was promoted to Senior Investment Analyst in 2006. He has been in the investment industry since 1996. Previously, he was an Equity Analyst for Dynamic Capital Management. Marshall received a bachelor's degree in finance from the University of South Florida. Marshall has earned the right to use the Chartered Financial Analyst designation.

Jian Zhang

Jian Zhang, CFA – Senior Investment Analyst

Jian is a Senior Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. She is responsible for research coverage of the Consumer Products, Media, Metal & Mining, and Technology Industries. Jian joined EDGE in 2005 as an Investment Analyst and was promoted to Senior Investment Analyst in 2006. She has been in the investment industry since 1996. Previously, she was an Investment Analyst with Employees Retirement Systems of Texas. Jian received an M.B.A. in finance from Southern Methodist University and a bachelor's degree in international finance management from the Central University of Finance and Economics. Jian has earned the right to use the Chartered Financial Analyst designation.

Casey D. Kaelin

Casey D. Kaelin, CFA – Investment Analyst

Casey is an Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. He is responsible for research coverage of the Chemicals, Restaurants, Retail and Transportation Industries. Casey joined Edge in 2005 as an Operations Analyst and was promoted to an Investment Analyst in 2011. He has been in the investment industry since 1999. Previously, he was an Operations Analyst for Safeco Asset Management. Casey received a bachelor’s degree in business administration from Western Washington University. Casey has earned the right to use the Chartered Financial Analyst designation.

+   Global Asset Allocation Team
Todd A. Jablonski

Todd A. Jablonski, CFA – Chief Investment Officer, Head of Asset Allocation, Portfolio Manager

Todd is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors. He was promoted to this role in March 2016 and is responsible for investment management, product development, and risk management at Edge. Additionally, Todd is the Head of Asset Allocation and serves as a Portfolio Manager on Edge’s asset allocation portfolios. He joined Edge in 2010 and has been in the investment industry since 1998. Previously, he was an Executive Director and Portfolio Manager for UBS, and a Vice President and Portfolio Manager for Credit Suisse. He received an M.B.A. from New York University with a concentration in quantitative finance and a bachelor’s degree in economics from University of Virginia. Todd has earned the right to use the Chartered Financial Analyst designation.

Charles D. Averill

Charles D. Averill, CFA – Portfolio Manager

Charlie is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He is responsible for co-managing Edge’s suite of target risk, SAM Portfolios, a fund of securities asset allocation portfolio, and Edge’s first multi-asset high income ETF since its inception in 2015. Charlie joined Edge in 1990 as a systems and reporting analyst, then became an investment analyst, and was promoted to a Portfolio Manager in 2010. Previously, he was a Professor of Economics at Gonzaga University. He received a master’s degree in economics from Princeton University and a bachelor’s degree in economics from Reed College. Charlie has earned the right to use the Chartered Financial Analyst designation.

Crystal M. Lockwood

Crystal M. Lockwood – Investment Analyst

Crystal is an Investment Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. In this role, she is responsible for the implementation of Edge’s bottom-up security level asset classification, performance attribution, and trading for Edge’s asset allocation strategies. She joined Edge in 2000 when she entered the investment industry. Previously, she was a systems specialist at Paccar Leasing. Crystal received a bachelor’s degree in business administration from the University of Washington.

+   Risk & Analytics Team
Karl Katsube

Karl Katsube – Risk & Analytics Manager

Karl is the Risk & Analytics Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He focuses on managing and conducting risk and data analysis across Edge’s three asset classes. Karl was promoted to manage Edge’s newly formed Risk & Analytics team in March 2016 and prior to this was as an Investment Analyst on Edge’s Global Asset Allocation team since he joined Edge in 2011. Karl has been in the investment industry since 1996. Previously, he held various roles including Portfolio Manager at Pacific Capital Funds and Head of Equity Research IT at UBS Warburg, Japan. Karl received a bachelor’s degree in psychology from the University of California, Berkley. In addition, Karl has completed graduate studies in international economics and development studies from Sophia University in Japan.

Richard R. McClung

Richard R. McClung – Risk & Analytics Analyst

Rich is a Risk & Analytics Analyst at Edge Asset Management, an investment boutique within Principal Global Investors. He focuses on conducting risk and data analysis across Edge’s three asset classes. Before moving to Edge’s Risk & Analytics team in March 2016, Rich was a fixed income analytics analyst since he joined EDGE in 2000 and has been in the investment industry since 1999. Previously, he was a Compliance Specialist at WM Shareholder Services. Rich received a bachelor's degree in economics from San Jose State University.

+   Sales and Marketing Team
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.

David D. Roll

David D. Roll, CFA – Product Specialist

David is a Product Specialist at Edge Asset Management, an investment boutique within Principal Global Investors. He joined Edge in 2010 and has been in the investment industry since 1995. Previously, he was responsible for Morley’s institutional sales, consultant relations and relationship management. His background also includes positions at Russell Investment Group, Russell/Mellon, and Nuveen/US Bank Asset Management. David received a bachelor’s degree in Business Administration with a concentration in finance from the University of Puget Sound. David has earned the right to use the Chartered Financial Analyst designation.

Adrienne E. Schoendorf

Adrienne E. Schoendorf, CFA – Associate Product Specialist

Adrienne is an Associate Product Specialist at Edge Asset Management, an investment boutique within Principal Global Investors. She joined Edge in 2015 as a Marketing Analyst and was promoted to an Associate Product Specialist in 2016. Adrienne 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.

Alexis N. C. Nigoghosian

Alexis N. C. Nigoghosian – Marketing Analyst

Alexis is a Marketing Analyst at Edge Asset Management. She has been in the investment industry since 2015 when she joined EDGE. Alexis received a bachelor’s degree in business administration with majors in finance, economics, and management from the University of Denver. Alexis is a Chartered Financial Analyst Level II Candidate.