Profil
Mr. Viraj K.
Desai is a Director & Multi-Asset Portfolio Manager at Charles Schwab Investment Management, Inc. He contributes to the asset allocation and manager selection of the firm’s Selective Portfolios.
Before joining CSIM, Mr. Desai was a member of BlackRock’s Outsourced CIO investment team, where he designed and managed outcome-oriented multi-asset solutions for BlackRock’s largest global institutional clients.
He earned his undergraduate degree in economics from New York University and his MBA from The Gabelli School of Business at Fordham University.
Postes actifs de Viraj K. Desai
| Sociétés | Poste | Début |
|---|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Gestionnaire de Portefeuille-Actions | 01/09/2017 |
Anciens postes connus de Viraj K. Desai
| Sociétés | Poste | Fin |
|---|---|---|
TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance Profile Unavailable. | Gestionnaire de Portefeuille-Actions | - |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Analyst-Equity | - |
Formation de Viraj K. Desai
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance Profile Unavailable. | Finance |
Gabelli School of Business
Gabelli School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















