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Patrick Kaming Kwok
Gestore di Portafoglio-Azioni presso Charles Schwab Investment Management, Inc.
Profilo
Mr. Patrick K.
Kwok, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. He supports the portfolio management process for the Schwab Asset Allocation products.
Previously, Mr. Kwok served as an associate portfolio manager with CSIM from 2012-2016.
Prior to that, he worked as a fund administration manager for the firm, where he was responsible for oversight of sub advisors, trading, cash management and fund administration for some funds.
Prior to joining the firm in 2008, Mr. Kwok spent two years as an asset operations specialist at Charles Schwab Trust Company.
He also worked for one year at State Street Bank & Trust as a portfolio accountant and pricing specialist.
Mr. Kwok earned a Master of Science degree in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Economics with a Minor in Business Administration from the University of California, Berkeley.
Posizioni attive di Patrick Kaming Kwok
Società | Posizione | Inizio |
---|---|---|
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Gestore di Portafoglio-Azioni | 01/01/2008 |
Formazione di Patrick Kaming Kwok
University of San Francisco | Graduate Degree |
University of California, Berkeley | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
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