Principal
Jay Cha, CIMA, currently serves as a Sr. Manager Research Analyst at Principal Financial Group since February 2022. Prior to this role, Jay Cha worked at Wells Fargo & Company from August 2003 to August 2023, where responsibilities included serving as a Sr. Investment Analyst focused on the selection, evaluation, and monitoring of external investment managers, as well as supporting portfolio managers and strategists in their investment decision-making processes. Additionally, Jay Cha held the position of Portfolio Manager, overseeing mutual fund and collective fund model portfolios and conducting periodic investment reviews for managed allocation portfolios. Academic credentials include a Bachelor of Arts in International Relations and Affairs from the University of Minnesota, earned between 1990 and 1995.
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Principal
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Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.