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Profil
Dr. James D.
Peterson is a Managing Director at Charles Schwab Investment Advisory, Inc. He is responsible for strategic asset allocation, investment manager research, and the advice content underlying many advice tools for Charles Schwab & Co. In this role, he also serves as a portfolio manager for Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium.
Prior to joining Schwab in 1998, Dr. Peterson was an assistant professor of finance at the University of Notre Dame.
He earned a doctorate in Finance from Louisiana State University.
Tidigare kända positioner av Jim Peterson
| Företag | Position | Slut |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Chef för investeringar | 2024-03-29 |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Företagsledare/Principal | 1997-12-31 |
Jim Petersons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
12
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Louisiana State University
 Louisiana State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Finance |
