Agnes Zau

Agnes Zau

Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.

Finance
Consumer Services

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

CompaniesPositionStart
Portfolio Manager-Equities 2017-12-31
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Training of Agnes Zau

University of California, Berkeley Undergraduate Degree

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