Agnes Zau
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Ms. Agnes Zau, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. She is a member of the team responsible for the management of the domestic passive equity Schwab Funds and ETFs.
Prior to joining Schwab in 2018, Ms. Zau was at BlackRock for three years, most recently as a multi-asset portfolio investment consultant where she advised institutional clients on asset allocation and strategy, constructed risk decomposition and portfolio optimization, and conducted scenario analyses for the core multi-asset target risk strategies.
She spent the preceding three years as a derivatives specialist at Mellon Capital.
Ms. Zau earned a Bachelor of Arts in economics from the University of California, Berkeley.
She is a CFA® Charterholder.
Agnes Zau active positions
Companies | Position | Start |
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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-Equities | 2017-12-31 |
Training of Agnes Zau
University of California, Berkeley | Undergraduate Degree |
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1st degree connections
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Private companies | 1 |
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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 |
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