David Rios
Gestionnaire de Portefeuille-Actions chez Charles Schwab Investment Management, Inc.
Profil
Mr. David Rios is a Portfolio Manager at Charles Schwab Investment Management, Inc. He joined Charles Schwab Investment in 2008 and became a Portfolio Manager in September 2014.
Prior to this role, he served as an Associate Portfolio Manager on the Schwab Equity Index Strategies team for four years.
His first role with Charles Schwab Investment was as a trade operation Specialist.
He also worked as a Senior Fund Accountant at Investors Bank & Trust (subsequently acquired by State Street Corporation.
Mr. Rios earned a Master of Science degree in Financial Analysis and Investment Management from Saint Mary’s College of California and a Bachelor of Science degree from Sonoma State University.
Postes actifs de David Rios
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/09/2014 |
Anciens postes connus de David Rios
| Sociétés | Poste | Fin |
|---|---|---|
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | 31/12/2007 |
Formation de David Rios
| St. Mary's College of California | Graduate Degree |
| Sonoma 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 | 2 |
|---|---|
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 |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |