Brant Wong Joins Principal Asset Management℠ as Head of Retirement Solutions
“Principal is focused on building investment solutions designed to support Americans as they continue to reshape the ways they think about and plan for retirement,” said Kamal Bhatia, president and CEO, Principal Asset Management. “In this new position, Brant will play a key role in our retirement investment product strategy across the asset management and
Wong is a nearly 30-year veteran of the industry and former head of retirement platforms with J.P. Morgan. He brings to Principal a depth of knowledge and experience serving the individual retirement investor and connecting those customer needs with innovative product and workplace investment solutions. Under Wong’s leadership, his team will leverage the extensive set of Principal investment solution capabilities backed by the firm’s heritage in retirement and life to maximize customer experience and drive outcomes.
“As individual Americans plan for their ideal retirement scenarios, they put their trust in established retirement investment providers who can help them feel confident in their investment choices and the adequacy of their retirement income,” said Wong. “I’m proud to be joining Principal which is one of a few firms with expertise and service along an individual’s full investment journey and are well poised to continue to develop new and innovative solutions to meet their needs.”
Principal manages nearly
About Brant Wong
Wong joins Principal with nearly 30 years of industry experience. Wong previously spent 23 years at J.P. Morgan Asset Management serving as head of retirement strategy, platforms, and national accounts. Prior to this role, he held a position at McKinsey and Company. Wong earned a Bachelor of Science in Economics from Harvard University.
About Principal Asset Management
With public and private market capabilities across all asset classes, Principal Asset Management and its investment specialists look at asset management through a different lens, creating solutions to help deliver client investment objectives. By applying local insights with global perspectives, Principal Asset Management identifies distinct and compelling investment opportunities for more than 1,100 institutional clients in over 80 markets.1 Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing $
[1] As of December 31, 2024
[2] Pensions & Investments, 2024
Investing involves risk, including possible loss of principal.
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The CITs are collective investment trusts maintained by Principal Global Investors Trust Company. The CITs are not mutual funds and are not registered with the Securities and Exchange Commission, the
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Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/-dealers. Referenced companies are members of the Principal Financial Group®, |
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Media Contact: Erin Parro, 515-878-0130, parro.erin@principal.com
Source: Principal Asset Management