Will Milne

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Profile

William E.
Milne worked as a Group Sales Representative at Principal Financial Group, Inc. from 2004 to 2007 and as a Financial Advisor at Stanley-Laman Group Ltd. from 2008 to 2016.
He received his undergraduate degree from the University of Pennsylvania in 2008.

Former positions of Will Milne

Companies	Position	End
Stanley-Laman Group Ltd. Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee.	Analyst-Equity	01/04/2016
PRINCIPAL FINANCIAL GROUP, INC.	Corporate Officer/Principal	01/08/2007

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Training of Will Milne

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Linked companies

Private companies	3
Principal Financial Group, Inc. Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanley-Laman Group Ltd. Stanley-Laman Group Ltd. Investment ManagersFinance SLG manages various distinct portfolios for clients. Each of the non-custom portfolios utilizes a different strategy, poses a different risk profile, and acquires different securities, though some overlap of common holdings may exist. Custom or specialty portfolios can be created at a clients’ request, or to meet a client’s risk and return objectives. Portfolio Holdings are selected through a bottom-up screening process using internally developed software designed to identify characteristics deemed attractive by their investment committee.	Finance

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