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Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Holly Emerson | - | 2022 | bây giờ |
Tiểu sử | Holly Emerson is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab Active Equity Mutual Funds. Prior to joining Schwab in 2014, Ms. Emerson spent nearly 10 years at Algert Coldiron Investors LLC (now known as Algert Global), a quantitative market-neutral hedge fund manager. She held a number of positions at Algert, including assistant portfolio manager and director of operations. In her various roles, she acted as the lead portfolio manager for the Canadian fund, conducted macroeconomic research, and managed relationships with prime brokerage investment banks. Ms. Emerson earned a Bachelor of Arts in economics from the University of California, Berkeley. She is a CFA® charterholder. | ||
Iain Clayton | Senior Portfolio Manager | 2022 | bây giờ |
Tiểu sử | Iain Clayton is a Senior Portfolio Manager and Head of Quantitative Equity Portfolio Management for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Core Equity Fund, Schwab International Core Equity Fund, Schwab Health Care Fund, Schwab Small-Cap Equity Fund, and Schwab Global Real Estate Fund. Mr. Clayton also leads Schwab Asset Management’s quantitative investment management team. Prior to joining Schwab in 2013, Mr. Clayton spent more than five years at SSI Investment Management where he was a portfolio manager and the director of quantitative research. In these roles, Mr. Clayton co-managed multiple investment strategies and developed quantitative models and valuation approaches. From 2004 to 2008, he worked as a portfolio manager and director at RCM Capital Management (now known as Allianz Global Investors) and helped manage various equity portfolios and developed fundamental-based stock selection models. Prior to that, he was a vice president at Eureka Investment Advisors for almost three years, and also served as a senior quantitative analyst and assistant portfolio manager. He has also worked as a quantitative research analyst at RCM Capital Management. Mr. Clayton earned a Master of Science in applied mathematics from the University of Southern California, a Master of Philosophy in economics from the University of Strathclyde, UK, and a Bachelor of Science in economics and politics from the University of Warwick, UK. He is a CFA® charterholder. | ||
Wei Li | Senior Portfolio Manager | 2013 | bây giờ |
Tiểu sử | Wei Li is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab International Core Equity Fund, Schwab Dividend Equity Fund, Schwab Small-Cap Equity Fund, the Schwab Global Real Estate Fund, and Schwab Health Care Fund. Prior to joining Schwab in 2012, Ms. Li spent more than 10 years at Barclays Global Investors (now known as BlackRock) where she held a number of positions. From 2001 to 2009, she worked in various roles in the global advanced active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years. Ms. Li earned a doctorate in statistics from the University of California, Berkeley, a Master of Science in mathematics from Iowa State University, and a Bachelor of Science in computer science from the University of Science and Technology of China. She is a CFA® charterholder. | ||
Jonas Svallin | Managing Director | 2012 | 2021 |
Tiểu sử | Jonas Svallin, CFA, Vice President and Head of Active Equities and leads the Active Equities portfolio management and research team. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 until 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management (now known as Allianz Global Investors) and a senior consultant at FactSet Research Systems. | ||
Paul Alan Davis | Director | 2012 | 2013 |
Tiểu sử | Paul is currently responsible for managing the SER funds. He joined CSIM in 2003, where he has worked in different areas including quantitative research, performance, competitive analysis, and fund administration. Prior to joining CSIM, he worked for several advisory firms in different capacities, including portfolio management, trading and compliance. He earned a BA and MBA in Finance from California State University, Sacramento. He holds a CFA designation and Series 7 and Series 63 licenses. | ||
Dionisio Meneses | Managing Director/Portfolio Manager | 2007 | 2012 |
Tiểu sử | Meneses is a managing director and portfolio manager of the investment adviser, Charles Schwab Investment Management, Inc. . He joined the firm in 2007 and has worked in real estate research and analysis since 1985. | ||
Jeffrey M. Mortimer | Director | 2007 | 2010 |
Tiểu sử | Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997. | ||
David Siopack | - | 2007 | 2009 |
Tiểu sử | Siopack is a managing director and portfolio manager of the investment adviser, He joined the firm in 2007 and has worked in real estate research and analysis since 1993. |
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