Steven Hung
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Mr. Steven Hung, CFA, is a Managing Director & Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He is responsible for the day-to-day co-management of the Schwab Bond Funds and the Schwab Fixed Income ETFs.
He is primarily responsible for the management and oversight of corporate bonds within the taxable bond strategies, with additional responsibility for managing municipal bond index strategies.
Mr. Hung has been a portfolio manager with Schwab Asset Management since 2005 and prior to that, served in various roles as an associate portfolio manager and trader since 1999.
In 1998, Mr. Hung joined Charles Schwab & Co.’s management training program and worked as a clerk on the options trading floor of the Pacific Coast Stock Exchange.
He earned a Bachelor of Arts in applied economics from the University of San Francisco.
He is a member of the CFA Society of Colorado and the CFA Institute.
Steven Hung active positions
Companies | Position | Start |
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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). | Portfolio Manager-Fixed Income | 01/01/1999 |
Training of Steven Hung
University of San Francisco | Undergraduate Degree |
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Private companies | 1 |
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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 |
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