Jim Peterson
Chief Investment Officer bij Charles Schwab Investment Advisory, Inc.
Actieve functies van Jim Peterson
Bedrijven | Functie | Begin | Einde |
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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 | - |
Portefeuillebeheerder-Aandelen | 01-01-1998 | - |
Loopbaan van Jim Peterson
Eerdere bekende functies van Jim Peterson
Bedrijven | Functie | Begin | Einde |
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University of Notre Dame | Corporate Officer/Principal | 31-12-1997 | 31-12-1997 |
Opleiding van Jim Peterson
Louisiana State University | Doctorate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Doctorate Degree | 1 |
Sectoraal
Consumer Services | 3 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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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 |
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