Jason Duane Diefenthaler
Corporate Officer/Principal at Adviser Holdings LLC
Profile
Mr. Jason D.
Diefenthaler is a Head of Tax-Exempt Strategies at Charles Schwab Investment Management, Inc. and a Principal at Adviser Holdings LLC.
Previously, Mr. Diefenthaler was the director of tax-exempt portfolio management at Wasmer Schroeder & Company, LLC (Schwab Asset Management became the investment adviser for the Wasmer Schroeder Strategies in 2020).
Mr. Diefenthaler began his career with Wasmer Schroeder in 2000.
He was a credit analyst for taxable and tax-exempt strategies before becoming a portfolio manager.
Mr. Diefenthaler earned a Bachelor of Science in finance from Florida State University.
He is a member of the Southern Municipal Finance Society and the National Federation of Municipal Analysts.
Jason Duane Diefenthaler active positions
| Companies | Position | Start |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Corporate Officer/Principal | 10/08/2020 |
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-Fixed Income | 10/08/2020 |
Training of Jason Duane Diefenthaler
| Florida State University | Undergraduate Degree |
Experiences
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Listed companies
Private companies
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Linked companies
| Private companies | 2 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
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 |
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