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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.
He 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 |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Formation de Agnes Zau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
