Scott Akira McConnell
Analyst-Equity at Principal Global Investors LLC
Profile
Scott Akira McConnell is an Investment Analyst at Principal Global Investors LLC since 2023.
Prior to this, he worked as a Research Associate at D.
A.
Davidson & Co. from 2018 to 2019, an Associate Analyst at UBS Securities LLC from 2019 to 2021, a Financial Analyst at Russell Investments Implementation Services LLC from 2014 to 2016, and a Research Analyst at Pacific Portfolio Consulting LLC from 2016 to 2018.
He also worked as an Equity Analyst at 2Xideas US, Inc. from 2021 to 2023.
Mr. McConnell received his undergraduate degree from Azusa Pacific University in 2014.
Scott Akira McConnell active positions
Companies | Position | Start |
---|---|---|
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Analyst-Equity | 2023-08-31 |
Former positions of Scott Akira McConnell
Companies | Position | End |
---|---|---|
2Xideas US, Inc.
2Xideas US, Inc. Investment ManagersFinance Part of 2Xideas AG, 2Xideas US, Inc. is an independent, partner-owned research and investment firm focused on liquid mid cap stocks. The company is based in New York, NY. The company is dedicated to a long-term investment strategy. | Analyst-Equity | 2023-08-31 |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 2021-04-30 |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Analyst-Equity | 2019-02-28 |
Pacific Portfolio Consulting LLC
Pacific Portfolio Consulting LLC Investment ManagersFinance Pacific Portfolio Consulting LLC operates as an investment and wealth advisory firm. It offers wealth management and investment advisory solutions and services, including specialized practices serving families and individuals, businesses and institutional fiduciaries. The company was founded in 1992 and is headquartered in the Seattle, WA. | Corporate Officer/Principal | 2018-01-31 |
Russell Investments Implementation Services LLC
Russell Investments Implementation Services LLC Investment ManagersFinance Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations. | Corporate Officer/Principal | 2016-02-29 |
Training of Scott Akira McConnell
Azusa Pacific University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 6 |
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D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Russell Investments Implementation Services LLC
Russell Investments Implementation Services LLC Investment ManagersFinance Russell Investments Implementation Service LLC (RIIS) is a registered investment advisor headquartered in Seattle, Washington. The firm is a direct subsidiary of Russell Investments US Institutional Holdco, Inc., ultimately held by Russell Investments Group Ltd. RIIS provides investment advisory services to institutional clients including other financial services companies, corporations, employee benefit plans and not-for-profit organizations. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Finance |
Pacific Portfolio Consulting LLC
Pacific Portfolio Consulting LLC Investment ManagersFinance Pacific Portfolio Consulting LLC operates as an investment and wealth advisory firm. It offers wealth management and investment advisory solutions and services, including specialized practices serving families and individuals, businesses and institutional fiduciaries. The company was founded in 1992 and is headquartered in the Seattle, WA. | Finance |
2Xideas US, Inc.
2Xideas US, Inc. Investment ManagersFinance Part of 2Xideas AG, 2Xideas US, Inc. is an independent, partner-owned research and investment firm focused on liquid mid cap stocks. The company is based in New York, NY. The company is dedicated to a long-term investment strategy. | Finance |
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