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Name | Title | Since | Until |
---|---|---|---|
Joselle Duncan | Portfolio Manager | 2024 | Now |
Biography | Joselle Duncan is a Portfolio Manager for Schwab Asset Management. She is responsible for the management of the international equity index Schwab Funds® and Schwab ETFsTM. Prior to joining Schwab in 2022, Ms. Duncan worked at BlackRock (formerly Barclays Global Investors) for over 20 years as a vice president and portfolio manager focused on international ETFs and institutional funds. She began her career at BlackRock on the securities lending team as a product specialist and trader. Ms. Duncan earned a Bachelor of Science in business administration from the University of Mary Washington. She is a CFA® charterholder and is a member of the CFA Institute and the CFA Society San Francisco. | ||
Jiwei Gu | Portfolio Manager | 2024 | Now |
Biography | Jiwei Gu is a Portfolio Manager for Schwab Asset Management. She is responsible for the management of the international equity index Schwab Funds® and Schwab ETFsTM. Ms. Gu joined the portfolio management team as an associate portfolio manager in 2018. Prior to joining Schwab, she spent four years at CoBank, most recently as an enterprise risk analyst performing bank-level loan portfolio credit risk analysis, data analytics, and risk management methodology research. Before that, Ms. Gu worked in commercial credit underwriting and capital markets supporting lending activities. Ms. Gu earned a Master of Business Administration with a focus on global finance and analytics and a Bachelor of Science in finance and international business from the Daniels College of Business at the University of Denver. She is a CFA® charterholder and a member of the CFA Society Colorado. | ||
Christopher Bliss | Senior Portfolio Manager | 2017 | Now |
Biography | Christopher Bliss is a Managing Director and Head of Equity Index Strategies for Schwab Asset Management. Mr. Bliss is responsible for overseeing the portfolio management for equity index Schwab Funds® and Schwab ETFsTM, and Schwab Personalized Indexing® separately managed accounts. Before joining Schwab in 2016, Mr. Bliss spent 12 years at BlackRock (formerly Barclays Global Investors) managing and leading institutional index teams, most recently as a managing director and the head of the Americas institutional index team. In this role, Mr. Bliss was responsible for overseeing a team of portfolio managers managing domestic, developed international and emerging markets index strategies. Prior to BlackRock, he worked as an equity analyst and portfolio manager for Harris Bretall and before that, as a research analyst for JP Morgan. Mr. Bliss earned a Master of Business Administration from the University of Chicago Booth School of Business, and a Bachelor of Science in accounting from Northern Illinois University. He is a CFA® charterholder. | ||
David Rios | Portfolio Manager | 2017 | Now |
Biography | David Rios is a Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day management of international equity index Schwab Funds® and Schwab ETFsTM. Prior to this role, Mr. Rios was an associate portfolio manager on the equity index strategies team for four years. His first role with Schwab Asset Management was as a trade operations specialist. Prior to joining Schwab in 2008, Mr. Rios was a senior fund accountant at Investors Bank & Trust (subsequently acquired by State Street Corporation). Mr. Rios earned a Master of Science in financial analysis and investment management from Saint Mary’s College of California and a Bachelor of Science in kinesiology from Sonoma State University. | ||
Chuck Craig | Managing Director | 2017 | 2023 |
Biography | Chuck Craig, CFA, is s Senior Portfolio Manager for Charles Schwab Investment Management, Inc. Prior to joining CSIM in 2012, Mr. Craig worked at Guggenheim Funds (formerly Claymore Group), where he spent over five years as a managing director of portfolio management & supervision, and three years as vice president of product research and development. Prior to that, he worked as an equity research analyst at First Trust Portfolios (formerly Niké Securities), and a trader and analyst at PMA Securities, Inc. | ||
Jane Qin | Portfolio Manager | 2017 | 2022 |
Biography | Jane Qin is a Portfolio Manager for Schwab Asset Management. Ms. Qin is responsible for managing and designing scalable investment processes to deliver personalized direct indexing solutions. Prior to this role, Ms. Qin was a portfolio manager on the Equity Index PM team for ten years. She was responsible for the day-to-day co-management of international equity index Schwab Funds® and Schwab ETFsTM. Prior to joining Schwab in 2012, Ms. Qin spent more than four years at The Bank of New York Mellon Corporation, most recently as an associate equity portfolio manager on the Equity Index PM team where she performed trading index changes and produced analysis for trading strategies and corporate actions across all funds under management. Before that, she was a performance analyst supporting performance calculations for both equity and fixed income funds. She also worked at Wells Fargo Funds Management as a mutual fund analyst and at CIGNA Reinsurance in the risk management group as a risk analyst. Ms. Qin earned a Master of Science in physics with a minor in mathematics from the University of Nebraska, and a Bachelor of Science in physics and applied mathematics from the University of Cape Town, South Africa. | ||
Paul Holmquist | - | 2021 | 2021 |
Biography | Paul Holmquist, Portfolio Manager of Charles Schwab Investment Management, Inc. Prior to this, Mr. Holmquist worked on CSIM’s performance team for four years. Prior to joining CSIM in 2011, Mr. Holmquist was a registered representative for Charles Schwab & Co., Inc. Prior to that, he worked as an analyst for the Portland House Research Group. | ||
Ferian Juwono | Managing Director | 2013 | 2017 |
Biography | Ferian Juwono is a Senior Portfolio Manager for Schwab Asset Management. Mr. Juwono leads the team of portfolio managers responsible for the oversight and management of the U.S. equity index Schwab Funds® and Schwab ETFsTM. Prior to joining Schwab in 2010, Mr. Juwono worked at BlackRock (formerly Barclays Global Investors) for five years, most recently as a portfolio manager of equity index funds for institutional clients, and then as a senior business analyst. Prior to that, Mr. Juwono was a senior financial analyst with Union Bank of California. Mr. Juwono earned a Master of Business Administration with a concentration in finance from California State University, Los Angeles, and a bachelor’s degree in economics with a concentration in accounting from Universitas Trisakti in Indonesia. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society of Dallas/Fort Worth. | ||
Agnes Hong | Managing director | 2012 | 2017 |
Biography | Agnes Hong, CFA, Vice President and Senior Portfolio Manager, is responsible for the day-to-day co-management of the funds. Prior to joining CSIM in 2009, Ms. Hong spent five years as a portfolio manager at Barclays Global Investors (subsequently acquired by BlackRock), where she managed institutional index funds and quantitative active funds. Prior to that, Ms. Hong worked in management consulting and product management, servicing global financial services clients. | ||
Ron Toll | Portfolio Manager | 2011 | 2014 |
Biography | Toll is a portfolio manger with Charles Schwab Investment Management Inc. He joined the firm in 1998, became manager, portfolio operations in 2000, manager, portfolio operations and analytics in 2005 and was named to his current position in 2007. |
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