Steven Chan
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Mr. Steven Chan, CFA, is a Trader & Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He has been a portfolio manager with Schwab Asset Management since 2007.
Prior to joining Schwab, Mr. Chan was a manager of finance at GT Capital Management.
He earned a Bachelor of Arts in managerial economics from the University of California, Davis.
Steven Chan 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-Fixed Income | 01/01/2007 |
Training of Steven Chan
| University of California, Davis | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 1 |
|---|---|
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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