![David Patrick Kastner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of David Patrick Kastner
Former positions of David Patrick Kastner
Companies | Position | Start | End |
---|---|---|---|
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. | Investment Committee Member | 2009-12-31 | 2022-04-30 |
Portfolio Manager-Equities | 2009-12-31 | 2022-04-30 |
Training of David Patrick Kastner
University of Kansas | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |