Jonathan Roman
Portfolio Manager-Fixed Income chez Charles Schwab Investment Management, Inc.
Profil
Mr. Jonathan Roman is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He is responsible for the day-to-day co-management of Schwab’s taxable money market funds.
He has been a Portfolio Manager with CSIM since 2010, and has held a number of positions at the firm since beginning his tenure in 2005.
In 2009, he joined the Portfolio Management group as a Trader, and prior to that he worked in the Portfolio Operations and Analytics group providing trading support to the taxable money market desk.
He earned a Bachelor of Art degree in Economics from the University of San Francisco.
Postes actifs de Jonathan Roman
| 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). | Portfolio Manager-Fixed Income | 01/01/2010 |
Formation de Jonathan Roman
| University of San Francisco | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |