Bryan Larry Olson
Trading-Equity chez Charles Schwab Investment Advisory, Inc.
Profil
Mr. Bryan L.
Olson, CFA, is a Senior Vice President, Head of Investment Analytics, Trading, Operations & Data at Charles Schwab Investment Advisory, Inc.
Mr. Olson was previously employed as a Senior Vice President by ThomasPartners, Inc., a Senior Vice President by Windhaven Investment Management, Inc., a Principal by Make-A-Wish Foundation of Illinois, and a Senior Vice President by Charles Schwab & Co., Inc.
He received his undergraduate degree from Weber State University.
Postes actifs de Bryan Larry Olson
| Sociétés | Poste | Début |
|---|---|---|
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. | Trading-Equity | 01/04/2018 |
Anciens postes connus de Bryan Larry Olson
| Sociétés | Poste | Fin |
|---|---|---|
ThomasPartners, Inc.
 ThomasPartners, Inc. Investment ManagersFinance Founded in 1970, ThomasPartners, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Charles Schwab Corp. ThomasPartners provides portfolio and investment management services to individuals, families, trusts, foundations and other investment advisory firms. | Directeur Général | 01/01/2016 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
| Make-A-Wish Foundation of Illinois | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Trading-Equity | - |
Formation de Bryan Larry Olson
| Weber State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
ThomasPartners, Inc.
ThomasPartners, Inc. Investment ManagersFinance Founded in 1970, ThomasPartners, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Charles Schwab Corp. ThomasPartners provides portfolio and investment management services to individuals, families, trusts, foundations and other investment advisory firms. | Finance |
| Make-A-Wish Foundation of Illinois | |
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 |