About
Jacob Correll is VP and Portfolio Manager at PMA Asset Management, based in Mesa, Arizona. In his current role, he oversees portfolio management responsibilities for assigned equity mandates, guiding investment decisions and strategy for institutional clients, with a particular focus on equities.
Correll began his tenure at PMA as an Equity Analyst in April 2020, before advancing to his current leadership role in December 2021. His expertise is concentrated in equity markets, where he conducts in-depth analysis and manages the implementation of equity investment strategies for diverse client portfolios.
He holds a bachelor's degree in Accounting and Business/Management from Iowa State University – College of Business. Correll’s background and CFA designation underscore his proficiency in accounting, finance, and portfolio management, making him a key contributor to PMA’s investment team and its approach to equity asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| PMA | VP, Portfolio Manager | Dec 2021 to Present | — |
| PMA | Analyst (Equity) | Apr 2020 to Dec 2021 | — |
Education
Iowa State University - College of Business
Bachelor's degree, Accounting and Business/Management
2008 — 2012
Others at Prudent Man Advisors, LLC (10)
| Name | Role | Location |
|---|---|---|
B Brett Copeland | Portfolio Manager | Chicago, IL , United States |
| Portfolio Manager | Chicago, IL , United States | |
J Jacob Fitzpatrick | Portfolio Manager | Saint Paul, MN , United States |
| Senior Quantitative Analyst, Public Finance | Chicago, IL , United States | |
| Portfolio Manager | Saint Paul, MN , United States | |
T Tim Palmer | Senior Portfolio Manager | Minneapolis, MN , United States |
| Quantitative Analyst | Naperville, IL , United States | |
C Cedric Buermann | Quantitative Equity Portfolio Manager | Minneapolis, MN , United States |
J John Huber | Chief Investment Officer | Minneapolis, MN , United States |
| Quantitative Analyst | United States |