Head of Institutional Sales
Marilyn joined Principal Global Investors in November 2020 to lead a business growth strategy across a wide range of multi-investment products and solutions serving the evolving requirements of Institutional clients including insurance, pension funds, endowments, family offices, fiduciaries and consultants in the UK and Ireland.
Marilyn, a Chartered Financial Analyst charterholder, brings more than two decades of international experience within the Asset Management and Insurance industry. Throughout her career which includes primarily distribution roles at State Street Global Advisors; Deutsche Bank Asset Management; Aviva Investors and Henderson Global Investors, she has developed profitable collaborative partnerships and managed to grow multi-billion-pound strategic accounts drawing on a strong background in risk management, portfolio construction, product development and client servicing.
In addition to her industry experience, Marilyn is a passionate champion for ESG and Diversity, Equity & Inclusion and is involved in various organisations in differing ways. She is an advisory board member of Cambridge Sustainable Investment Partners (CSIP); an advisory board member for Group for Autism Insurance, Investments and Neurodiversity (GAIN); a Business Ambassador for Ambitious About Autism; Disability Steering committee member for the Diversity Project and Principal's OneAbility ERG as well as an Advisor for the Green Team ERG.
CFA - Managing Director, Portfolio Manager, Direct Lending
Tim leads Principal’s Direct Lending business and is the Portfolio Manager for the strategy. He is also a member of the Direct Lending Investment Committee.
With over 30 years of experience, Tim has spent much of his career managing corporate and U.S. core plus portfolios and continues to manage select portfolios in these strategies. He previously served as Portfolio Management Team Leader with responsibility for overseeing portfolio management functions for all total return fixed income products. Tim also oversaw the corporate trading desk, was one of the first Portfolio Managers for Principal’s general account and began his career at Principal as a fixed income credit analyst focused on both private and public credit. In addition to his responsibilities with the firm, Tim also spent two years with ReliaStar Investment Research, Inc., where he was an Analyst for multiple sectors, including mezzanine debt, leveraged bank loans, corporate bonds and asset-backed securities.
Tim received an MBA from Drake University and a Bachelor's Degree in accounting and economics from Simpson College. Tim holds the Chartered Financial Analyst designation and is a member of the CFA Institute.