![Steven Chan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven Chan
Portfolio Manager-Fixed Income presso
Charles Schwab Investment Management, Inc.
Profilo
Mr. Steven W.
Chan, CFA, is a Trader & Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He supports taxable and tax-exempt strategies.
Mr. Chan has been a Portfolio Manager with Schwab Asset Management since 2007 and has held a number of positions at the firm since beginning his tenure in 1996.
His previous roles include managing the portfolio operations and analytics group and working as a senior manager in finance.
Prior to joining Schwab, Mr. Chan was a Manager of Finance at GT Capital Management.
He earned a Bachelor of Arts in Managerial Economics from the University of California, Davis.
Posizioni attive di Steven Chan
| Società | Posizione | Inizio |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Portfolio Manager-Fixed Income | 01/01/2007 |
Formazione di Steven Chan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
70
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
University of California, Davis
 University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
