Profiel
Mr. Jake M.
Gilliam, CFA, is a Senior Multi-Asset Class Portfolio Strategist at Charles Schwab Investment Management, Inc. He supporting Charles Schwab Investment Management Inc.’s Asset Allocation and Sub-Advisor Oversight Committees.
He contributes to strategic decisions for all multi-asset class portfolios as well as several single asset-class portfolios within CSIM and for the Schwab Bank Collective Trust Funds.
He works closely with the Chief Investment Officers, Portfolio Managers, Research, and Sub-Advisor Oversight teams on a frequent basis.
He also represents CSIM’s multi-asset class strategies to the institutional marketplace, clients, and the media.
Previously, he was the day-to-day Senior Portfolio Manager for Schwab Bank’s Collective Trust Funds and Head of Sub-Advisor oversight for CSIM.
Additionally, Mr. Gilliam served as interim Head of Asset Allocation and Portfolio Manager for CSIM’s Multi-Asset Class funds.
He also developed the Schwab Corporate and Retirement Services Institutional Investment Analyst team and oversaw the due diligence process for maintaining the Schwab Focus List.
Earlier in his career, he also worked as a sell-side Equity Research Associate covering the food retail and restaurant industries.
Mr. Gilliam earned a Bachelor of Business Administration degree in Finance from Ohio University, and is a board member of the Ohio University College of Business Finance Advisory Council.
He is a CFA charter holder and a member of the CFA Society of Cleveland.
Eerdere bekende functies van Jake Martin Gilliam
Bedrijven | Functie | Einde |
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Schwab Corporate & Retirement Services | Corporate Officer/Principal | - |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Opleiding van Jake Martin Gilliam
The Ohio University | Undergraduate Degree |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
Schwab Corporate & Retirement Services |