Historique de carrière de David Patrick Kastner
Anciens postes connus de David Patrick Kastner
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2010 | 01/05/2022 |
Gestionnaire de Portefeuille-Actions | 01/01/2010 | 01/05/2022 |
Formation de David Patrick Kastner
University of Kansas | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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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 |
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