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Company Overview: Leadership at The Principal®

The leaders of the Principal Financial Group strive to operate ethically and with integrity as part of our company's mission to help growing businesses, individuals and institutional clients achieve financial security and success. Our leaders, as well as employees, are committed to our core values of integrity, customer focus, people development, financial strength, and operational excellence.

For more details, view information about our board of directors and senior management listed below. You can also review our Code of Business Conduct and Ethics (PDF: 1.9 MB), as well as our business continuity planning program.

Board of Directors

The board of directors for Principal Financial Group, Inc., Principal Financial Services, Inc., and Principal Life Insurance Company include:

  • Betsy J. Bernard, Past President - AT&T
  • Jocelyn Carter-Miller, President - TechEd Ventures
  • Gary E. Costley, Retired Chairman and Chief Executive Officer - International Multifoods Corporation
  • Michael T. Dan, Retired Chairman, President and Chief Executive Officer - The Brink's Company
  • Dennis H. Ferro, Retired President and Chief Executive Officer - Evergreen Investment Management Company
  • C. Daniel Gelatt, President - NMT Corporation
  • Sandra L. Helton, Past Executive Vice President and Chief Financial Officer - Telephone and Data Systems, Inc.
  • Daniel J. Houston, President and Chief Operating Officer - Principal Financial Group
  • Richard L. Keyser, Retired Chairman and Chief Executive Officer - W.W. Grainger, Inc.
  • Luca Maestri, Senior Vice President and Chief Financial Officer - Apple Inc.
  • Elizabeth E. Tallett, Principal - Hunter Partners, LLC
  • Larry D. Zimpleman, Chairman and Chief Executive Officer - Principal Financial Group

View board of director profiles

Senior Management

Senior management includes:

  • Larry D. Zimpleman, Chairman and Chief Executive Officer
  • Daniel J. Houston, President and Chief Operating Officer
  • James P. McCaughan, President, Global Asset Management, and Chief Executive Officer, Principal Global Investors
  • Luis Valdés, President, Principal International
  • Timothy M. Dunbar, Executive Vice President and Chief Investment Officer
  • Ralph C. Eucher, Executive Vice President
  • Terrance J. Lillis, Executive Vice President and Chief Financial Officer
  • Gary P. Scholten, Executive Vice President and Chief Information Officer
  • Karen E. Shaff, Executive Vice President, General Counsel and Secretary
  • Rex Auyeung, Senior Vice President and President, Principal Financial Group - Asia
  • Ned A. Burmeister, Senior Vice President and Chief Operating Officer, Principal International
  • Gregory J. Burrows, Senior Vice President, Retirement and Investor Services
  • Gregory B. Elming, Senior Vice President and Chief Risk Officer
  • Nora M. Everett, Senior Vice President, Retirement and Investor Services and President and CEO, Principal Funds
  • Julia M. Lawler, Senior Vice President and Chief Investment Officer RIS
  • Timothy J. Minard, Senior Vice President, Distribution
  • Gerald W. (Jerry) Patterson, Senior Vice President, Retirement and Investor Services
  • Elizabeth L. (Beth) Raymond, Senior Vice President and Chief Human Resources Officer
  • Angela R. Sanders, Senior Vice President and Controller
  • Deanna D. Strable, Senior Vice President, U.S. Insurance Solutions
  • Roberto Walker, Senior Vice President and President, Principal Financial Group – Latin America
  • David M. Blake, Senior Executive Director and Head Global Fixed Income
  • Patrick G. Halter, Senior Executive Director of Principal Real Estate Investors
  • Barbara A. McKenzie, Senior Executive Director and Chief Operating Officer - Boutique Operations
  • Ellen W. Shumway, Senior Executive Director - Strategy and Boutique Operations

View senior management profiles


Last updated: 7/2014

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