James Cortez
Portfolio Manager-Fixed Income bei Charles Schwab Investment Management, Inc.
Profil
Mr. James R.
Cortez, CFA MBA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He has been a portfolio manager with CSIM since 2019.
He joined the firm in 2006 as a Director on the CSIM’s municipal research team, responsible for conducting credit research for CSIM’s municipal fixed income funds and money market funds with a focus on healthcare and higher education credits.
Prior to joining Schwab, Mr. Cortez was an Associate Director in Standard & Poor’s healthcare group.
Mr. Cortez earned a Master of Business Administration from the University of California Berkeley’s Haas School of Business, and a Bachelor of Science in finance from the University of Illinois.
Mr. Cortez is a CFA charter holder.
Aktive Positionen von James Cortez
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.01.2019 |
Ausbildung von James Cortez
| University of California | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Erfahrungen
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| Private Unternehmen | 1 |
|---|---|
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 |
