David Rios
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Mr. David Rios is a Portfolio Manager at Charles Schwab Investment Management, Inc. He joined Charles Schwab Investment in 2008 and became a Portfolio Manager in September 2014.
Prior to this role, he served as an Associate Portfolio Manager on the Schwab Equity Index Strategies team for four years.
His first role with Charles Schwab Investment was as a trade operation Specialist.
He also worked as a Senior Fund Accountant at Investors Bank & Trust (subsequently acquired by State Street Corporation.
Mr. Rios earned a Master of Science degree in Financial Analysis and Investment Management from Saint Mary’s College of California and a Bachelor of Science degree from Sonoma State University.
David Rios active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Portfolio Manager-Equities | 2014-08-31 |
Former positions of David Rios
| Companies | Position | End |
|---|---|---|
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | 2007-12-30 |
Training of David Rios
| St. Mary's College of California | Graduate Degree |
| Sonoma State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
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