Profile
Mr. Teddy Handoko, CFA MBA, is a Research Analyst at Stewart & Patten Co. LLC.
He joined the firm in May 2014 as a Research Analyst.
Teddy spent the prior seven years with Charles Schwab & Co., as a Mutual Funds Analyst, Portfolio Analyst, and Performance Analyst.
Mr. Handoko spent the prior seven years with Charles Schwab & Co., as a Mutual Funds Analyst, Portfolio Analyst, and Performance Analyst.
At Schwab, he analyzed fixed income and equity mutual funds and securities for the Investment Advisory Group.
He has a B.S.
in Finance from San Francisco State University and has an M.B.A.
from the University of North Carolina's Kenan-Flagler Business School.
He holds the Chartered Financial Analyst designation.
Teddy Handoko active positions
| Companies | Position | Start |
|---|---|---|
Stewart & Patten Co. LLC
 Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The late John (Jack) Stewart entered the investment management business in 1942 as one of the very first registrants following the passage of the Investment Advisers Act of 1941. In 1962, Ronald Patten joined Mr. Stewart, and in 1965 they founded Stewart and Patten Co. In 1998, Stewart and Patten became a Limited Liability Company (LLC) within the State of California. The firm provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Analyst-Equity | 01/05/2014 |
Former positions of Teddy Handoko
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 30/04/2014 |
Training of Teddy Handoko
| San Francisco State University | Undergraduate Degree |
| Kenan-Flagler Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The late John (Jack) Stewart entered the investment management business in 1942 as one of the very first registrants following the passage of the Investment Advisers Act of 1941. In 1962, Ronald Patten joined Mr. Stewart, and in 1965 they founded Stewart and Patten Co. In 1998, Stewart and Patten became a Limited Liability Company (LLC) within the State of California. The firm provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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