Perfil
Mr. Teddy Handoko, CFA MBA, is a Research Analyst at Stewart & Patten Co. LLC.
He joined the firm in May 2014 as a Research Analyst.
Teddy spent the prior seven years with Charles Schwab & Co., as a Mutual Funds Analyst, Portfolio Analyst, and Performance Analyst.
Mr. Handoko spent the prior seven years with Charles Schwab & Co., as a Mutual Funds Analyst, Portfolio Analyst, and Performance Analyst.
At Schwab, he analyzed fixed income and equity mutual funds and securities for the Investment Advisory Group.
He has a B.S.
in Finance from San Francisco State University and has an M.B.A.
from the University of North Carolina's Kenan-Flagler Business School.
He holds the Chartered Financial Analyst designation.
Cargos activos de Teddy Handoko
| Empresas | Cargo | Inicio |
|---|---|---|
Stewart & Patten Co. LLC
 Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Analyst-Equity | 01/05/2014 |
Antiguos cargos conocidos de Teddy Handoko.
| Empresas | Cargo | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 30/04/2014 |
Formación de Teddy Handoko.
| San Francisco State University | Undergraduate Degree |
| Kenan-Flagler Business School | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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