James Cortez
Portfolio Manager-Fixed Income en Charles Schwab Investment Management, Inc. .
Perfil
Mr. James R.
Cortez, CFA MBA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He has been a portfolio manager with CSIM since 2019.
He joined the firm in 2006 as a Director on the CSIM’s municipal research team, responsible for conducting credit research for CSIM’s municipal fixed income funds and money market funds with a focus on healthcare and higher education credits.
Prior to joining Schwab, Mr. Cortez was an Associate Director in Standard & Poor’s healthcare group.
Mr. Cortez earned a Master of Business Administration from the University of California Berkeley’s Haas School of Business, and a Bachelor of Science in finance from the University of Illinois.
Mr. Cortez is a CFA charter holder.
Cargos activos de James Cortez
| Empresas | Cargo | Inicio |
|---|---|---|
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 | 01/01/2019 |
Formación de James Cortez.
| University of California | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
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 |
- Bolsa de valores
- Insiders
- James Cortez
