James Fennessey, CFA

Portfolio Manager
James Fennessey, CFA
25 years of experience

James Fennessey is a Portfolio Manager for Principal Asset Management’s asset allocation team. He has been responsible for the Principal LifeTime target date portfolios since 2007 and the Principal LifeTime Hybrid target date portfolios since their inception in 2009. He is also responsible for the multi-managed core/satellite funds and the New Mexico 529 Plan. James joined the firm in 2000. He received a bachelor’s degree in Business Administration, with an emphasis in Finance and a minor in Economics from Truman State University. James has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.