Jason Duane Diefenthaler
Corporate Officer/Principal chez Adviser Holdings LLC
Profil
Mr. Jason D.
Diefenthaler is a Head of Tax-Exempt Strategies at Charles Schwab Investment Management, Inc. and a Principal at Adviser Holdings LLC.
Previously, Mr. Diefenthaler was the director of tax-exempt portfolio management at Wasmer Schroeder & Company, LLC (Schwab Asset Management became the investment adviser for the Wasmer Schroeder Strategies in 2020).
Mr. Diefenthaler began his career with Wasmer Schroeder in 2000.
He was a credit analyst for taxable and tax-exempt strategies before becoming a portfolio manager.
Mr. Diefenthaler earned a Bachelor of Science in finance from Florida State University.
He is a member of the Southern Municipal Finance Society and the National Federation of Municipal Analysts.
Postes actifs de Jason Duane Diefenthaler
| Sociétés | Poste | Début |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Corporate Officer/Principal | 10/08/2020 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Portfolio Manager-Fixed Income | 10/08/2020 |
Formation de Jason Duane Diefenthaler
| Florida State University | Undergraduate Degree |
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| Entreprise privées | 2 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
