Our Team

Bill Nolan imageBill Nolin, CFA - Chief Investment Officer, Portfolio Manager

Bill is the chief investment officer for Aligned Investors, an investment boutique within Principal Global Investors. He has served as lead portfolio manager for the Principal MidCap Fund since its 2001 inception and related portfolios since 1999. Bill and his dedicated investment team subsequently introduced the Principal Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.


Tom Rozycki imageTom Rozycki, CFA - Head of Research, Portfolio Manager

Tom is the head of research for Aligned Investors, an investment boutique within Principal Global Investors. He is responsible for coordinating the research effort at Aligned Investors and also serves as portfolio manager for its MidCap and Blue Chip strategies. Tom joined the firm in 2001. He received a bachelor’s degree in finance from Drake University. Tom is a CFA charterholder and a member of the CFA Institute.


Hans Vander Plaats imageHans Vander Plaats, CFA - Managing Director, Client Portfolio Manager

Hans is the client portfolio manager for Aligned Investors, an investment boutique within Principal Global Investors. He is responsible for overseeing client portfolio management for the firm's MidCap and Blue Chip equity strategies. In this role Hans is a member of the investment management team while also coordinating the boutique's business development and client relations activities. Hans joined the firm in 2012 after serving in multiple roles for AXA US. He received a bachelor's degree in economics and finance from Northwestern College. Hans is a CFA charterholder and a member of the CFA Institute.

 


Austin Boaz imageAustin Boaz - Research Analyst

Austin is a research analyst for Aligned Investors, an investment boutique within Principal Global Investors. Austin focuses on company research for the boutique’s MidCap and Blue Chip strategies. He joined Principal in 2015. Previously, Austin served as a research analyst at Stockbridge Investors and an investment banking analyst at Lazard Frères & Co. Austin received a bachelor's degree in accounting from Brigham Young University.

 


Austin Boaz imageZach Kacher - Research Analyst

Zach is a research analyst for Aligned Investors, an investment boutique within Principal Global Investors. Zach focuses on company research for the boutique's MidCap and Blue Chip strategies. He joined Principal in 2019. Previously, Zach served as an associate at Peterson Partners and an investment banking analyst at Citigroup Global Markets. Zach received master's and bachelor's degrees in accounting from Brigham Young University.

 


Ben Lammers imageBen Lammers, CFA - Research Analyst

Ben is a research analyst for Aligned Investors, an investment boutique of Principal Global Investors. Ben focuses on company research for the boutique's MidCap and Blue Chip strategies. He joined Principal in 2017. Previously, Ben served as a research analyst at Institutional Capital and an investment banking analyst at Bank of America Merrill Lynch. Ben attended Creighton University, where he earned a master's degree in security analysis and portfolio management as well as a bachelor's degree in finance. He is a CFA charterholder and a member of the CFA Institute.


Kevin McLean imageKevin McLean, CFA - Research Analyst

Kevin is a research analyst at Aligned Investors, an investment boutique within Principal Global Investors. Kevin focuses on company research for all of the boutique’s strategies. He joined Principal in 2007. Previously, Kevin served as an equity analyst for Roxbury Capital Management and a business analyst for Ameriprise Financial. He received a bachelor’s degree in finance and information systems from Drake University. Kevin is a CFA charterholder and a member of the CFA Institute.


Nicholas Pape imageNicholas Pape, CFA - Research Analyst

Nic is a research analyst for Aligned Investors, an investment boutique within Principal Global Investors. Nic focuses on company research for the boutique’s MidCap and Blue Chip strategies. He joined Principal in 2013. Previously, Nic served as a senior investment analyst at Chicago Fundamental Investment Partners, as an equity research associate at RBC Capital Markets, and as a portfolio management associate at Principal. Nic received an MBA from the University of Chicago and a bachelor’s degree in finance from Creighton University. He is a CFA charterholder and a member of the CFA Institute.


Aaron Purcell - Research Analyst

Aaron is a research analyst for Aligned Investors, an investment boutique of Principal Global Investors. Aaron focuses on company research for the boutique’s MidCap and Blue Chip strategies. He joined Principal in 2016. Previously, Aaron served as an associate at Riverside Partners, a private equity firm, and an investment banking analyst at Citigroup Global Markets. Aaron earned an MBA from Columbia Business School where he completed the value investing program, and earned a bachelor's degree in finance from Brigham Young University.


Tom Rozycki imageJose León, III - Portfolio Management Associate

Jose is a portfolio management associate for Aligned Investors, an investment boutique within Principal Global Investors. He handles many of the daily operational tasks related to managing portfolios and supports the boutique's client relationship efforts. Jose joined the firm in 2018. He received a bachelor's degree in finance and marketing from Northwestern College, where he was also the recipient of the business department's Outstanding Graduating Senior Award.


Stefanie Wu imageStefanie Wu - Research Associate

Stefanie is a research associate for Aligned Investors, an investment boutique within Principal Global Investors. Stefanie assists the boutique’s research effort while handling many of the daily operational tasks related to managing portfolios. Stefanie joined the firm in 2015. She received a bachelor’s degree in finance, accounting, and international business from Marquette University. While at Marquette, Stefanie also completed the university’s Applied Investment Management program.


Heather Farrand - Business Manager

Heather is a business manager for Aligned Investors, an investment boutique within Principal Global Investors. She joined Principal in 2005 as an administrative assistant. She received her associate’s degree from AIB College of Business where she was employed prior to joining Principal.