Holly Emerson
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Ms. Holly Emerson, CFA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc.
Prior to joining Schwab in 2014, Ms. Emerson spent nearly 10 years at Algert Coldiron Investors LLC (now known as Algert Global), a quantitative market-neutral hedge fund manager.
She held a number of positions at Algert, including assistant portfolio manager and director of operations.
In her various roles, she acted as the lead portfolio manager for the Canadian fund, conducted macroeconomic research, and managed relationships with prime brokerage investment banks.
She earned a Bachelor of Arts in economics from the University of California, Berkeley.
She is a CFA charterholder.
Holly Emerson 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 | 2013-12-31 |
Former positions of Holly Emerson
| Companies | Position | End |
|---|---|---|
Algert Global LLC
 Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Corporate Officer/Principal | - |
Training of Holly Emerson
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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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 |
Algert Global LLC
Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Finance |
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