James Cortez
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
James Cortez active positions
| Companies | Position | Start | End |
|---|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Portfolio Manager-Fixed Income | 2018-12-31 | - |
| Analyst-Fixed Income | 2005-12-31 | 2018-12-31 |
Career history of James Cortez
Training of James Cortez
| University of California | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Masters Business Admin | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
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