Ferian Juwono
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Mr. Ferian Juwono, CFA MBA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He is responsible for the oversight and day-to-day management of Schwab’s domestic passive equity mutual funds and ETFs.
Prior to joining CSIM in 2010, Mr. Juwono worked at BlackRock (formerly Barclays Global Investors), where he spent more than three years as a Portfolio Manager, managing equity index funds for institutional clients, and nearly two years as a Senior Business Analyst.
Prior to that, he worked for more than four years as a Senior Financial Analyst with Union Bank of California.
Mr. Juwono earned a Master of Business Administration degree with a concentration in Finance from California State University, Los Angeles.
He is also a member of the CFA Institute and the CFA Society of San Francisco.
Ferian Juwono 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 | 2010-04-30 |
Former positions of Ferian Juwono
Companies | Position | End |
---|---|---|
Barclays Global Investors NA | Corporate Officer/Principal | 2006-12-30 |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Corporate Officer/Principal | 2005-01-30 |
Accounting Solutions
Accounting Solutions Personnel ServicesCommercial Services Part of Randstad NV, Accounting Solutions is a company that provides recruitment services. The company is based in San Francisco, CA. The company was founded by Barbara Stoeber. Accounting Solutions was acquired by Monster Worldwide, Inc., part of Randstad NV from November 01, 2016. | Corporate Officer/Principal | - |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment | Corporate Officer/Principal | 1998-12-30 |
Training of Ferian Juwono
Universitas Trisakti | Undergraduate Degree |
The California State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment | Finance |
Accounting Solutions
Accounting Solutions Personnel ServicesCommercial Services Part of Randstad NV, Accounting Solutions is a company that provides recruitment services. The company is based in San Francisco, CA. The company was founded by Barbara Stoeber. Accounting Solutions was acquired by Monster Worldwide, Inc., part of Randstad NV from November 01, 2016. | Commercial Services |
MUFG Union Bank, NA
MUFG Union Bank, NA Major BanksFinance MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations. | Finance |
Barclays Global Investors NA | Finance |
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