Perfil
David Patrick Kastner formerly worked at Charles Schwab Investment Advisory, Inc., as Director & Senior Investment Strategist from 2020 to 2022.
Mr. Kastner received his undergraduate degree from the University of Kansas.
Antiguos cargos conocidos de David Patrick Kastner.
| Empresas | Cargo | Fin |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Miembro del Comité de Inversión | 01/05/2022 |
Formación de David Patrick Kastner.
| University of Kansas | Undergraduate Degree |
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| Empresas privadas | 1 |
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Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
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