Jonas Svallin
Analyst-Equity chez FactSet CallStreet LLC
Profil
Mr. Jonas K.
Svallin, CFA, is a Senior Director for Quantitative Solutions at FactSet CallStreet LLC.
Mr. Svallin was previously employed as a Managing Director and Head of Active Equities for Charles Schwab Investment Management, Inc. (CSIM).
Mr. Svallin has overall responsibility for all aspects of the management of the active equity products and leads the active equity portfolio management and research team.
Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts.
From 2003 to 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global).
Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management and a senior consultant at FactSet Research Systems.
Mr. Svallin earned a Master of Arts in International Economics and Finance from Brandeis University, and a Bachelor of Science in Finance from Western New England University.
He is a CFA® charterholder and a member of the CFA Society of San Francisco."
Postes actifs de Jonas Svallin
| Sociétés | Poste | Début |
|---|---|---|
FactSet CallStreet LLC
 FactSet CallStreet LLC Investment ManagersFinance Founded in 2004, FactSet CallStreet LLC is a financial research firm located in New York City. The firm was acquired by FactSet Research Systems, Inc. in May 2004. FactSet CallStreet provides transcripts of management conference calls to the investment community. In particular, they provide the fully-corrected text of quarterly conference calls held by public companies. Raw transcripts are available 1 to 2 hours after the completion of the call and are then replaced with corrected transcripts. CallStreet Reports are corrected transcripts with added formatting and are distributed online or via email. | Analyst-Equity | 01/12/2021 |
Anciens postes connus de Jonas Svallin
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/12/2021 |
Fiduciary Research & Consulting LLC
 Fiduciary Research & Consulting LLC Investment ManagersFinance Fiduciary Research & Consulting LLC provides investment advice. The private company is based in San Francisco, CA. | Corporate Officer/Principal | 31/12/2012 |
Algert Global LLC
 Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Gestionnaire de Portefeuille-Actions | 30/11/2009 |
| FACTSET RESEARCH SYSTEMS, INC. | Corporate Officer/Principal | - |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Analyst-Equity | - |
Formation de Jonas Svallin
| Brandeis University | Graduate Degree |
| Western New England University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| FACTSET RESEARCH SYSTEMS, INC. | Technology Services |
| Entreprise privées | 5 |
|---|---|
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
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 |
Algert Global LLC
Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Finance |
FactSet CallStreet LLC
FactSet CallStreet LLC Investment ManagersFinance Founded in 2004, FactSet CallStreet LLC is a financial research firm located in New York City. The firm was acquired by FactSet Research Systems, Inc. in May 2004. FactSet CallStreet provides transcripts of management conference calls to the investment community. In particular, they provide the fully-corrected text of quarterly conference calls held by public companies. Raw transcripts are available 1 to 2 hours after the completion of the call and are then replaced with corrected transcripts. CallStreet Reports are corrected transcripts with added formatting and are distributed online or via email. | Finance |
Fiduciary Research & Consulting LLC
Fiduciary Research & Consulting LLC Investment ManagersFinance Fiduciary Research & Consulting LLC provides investment advice. The private company is based in San Francisco, CA. | Finance |