Profil
David Patrick Kastner formerly worked at Charles Schwab Investment Advisory, Inc., as Director & Senior Investment Strategist from 2020 to 2022.
Mr. Kastner received his undergraduate degree from the University of Kansas.
Ehemalige bekannte Positionen von David Patrick Kastner
| Unternehmen | Position | Ende |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Mitglied des Investmentausschusses | 01.05.2022 |
Ausbildung von David Patrick Kastner
| University of Kansas | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
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Beziehungen
Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
