Jim Peterson

Director de Inversiones en Charles Schwab Investment Advisory, Inc. .

Consumer Services

Finance

Cargos activos de Jim Peterson

Empresas	Cargo	Inicio	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.	Director de Inversiones	01/01/1998	-
	Gestor de Cartera-Acciones	01/01/1998	-

Empresas	Cargo	Inicio	Fin
University of Notre Dame	Corporate Officer/Principal	31/12/1997	31/12/1997

Louisiana State University

Doctorate Degree

Internacional

Estados Unidos

Operativa

Sectorial

Consumer Services	3
Finance	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	1
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

Empresas privadas

Finance