Jim Peterson
Chief Investment Officer bij Charles Schwab Investment Advisory, Inc.
Profiel
Dr. James D.
Peterson is a Managing Director at Charles Schwab Investment Advisory, Inc. He is responsible for strategic asset allocation, investment manager research, and the advice content underlying many advice tools for Charles Schwab & Co. In this role, he also serves as a portfolio manager for Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium.
Prior to joining Schwab in 1998, Dr. Peterson was an assistant professor of finance at the University of Notre Dame.
He earned a doctorate in Finance from Louisiana State University.
Actieve functies van Jim Peterson
| Bedrijven | Functie | Begin |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Chief Investment Officer | 01-01-1998 |
Eerdere bekende functies van Jim Peterson
| Bedrijven | Functie | Einde |
|---|---|---|
| University of Notre Dame | Corporate Officer/Principal | 31-12-1997 |
Opleiding van Jim Peterson
| Louisiana State University | Doctorate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |