Jim Peterson

Direttore degli Investimenti presso Charles Schwab Investment Advisory, Inc.

Consumer Services

Finance

Profilo

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.

Posizioni attive di Jim Peterson

Società	Posizione	Inizio
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.	Direttore degli Investimenti	01/01/1998

Tutte le posizioni attive di Jim Peterson

Precedenti posizioni note di Jim Peterson

Società	Posizione	Fine
University of Notre Dame	Corporate Officer/Principal	31/12/1997

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Formazione di Jim Peterson

Louisiana State University

Doctorate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Jim Peterson

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	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