Agnes Zau
Gestionnaire de Portefeuille-Actions chez Charles Schwab Investment Management, Inc.
Profil
Ms. Agnes Zau, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. She is a member of the team responsible for the management of the domestic passive equity Schwab Funds and ETFs.
Prior to joining Schwab in 2018, Ms. Zau was at BlackRock for three years, most recently as a multi-asset portfolio investment consultant where she advised institutional clients on asset allocation and strategy, constructed risk decomposition and portfolio optimization, and conducted scenario analyses for the core multi-asset target risk strategies.
She spent the preceding three years as a derivatives specialist at Mellon Capital.
Ms. Zau earned a Bachelor of Arts in economics from the University of California, Berkeley.
She is a CFA® Charterholder.
Postes actifs de Agnes Zau
Sociétés | Poste | Début |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Formation de Agnes Zau
University of California, Berkeley | Undergraduate Degree |
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Entreprise privées | 1 |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |