Viraj K. Desai
Gestor de Cartera-Acciones en Charles Schwab Investment Management, Inc. .
Perfil
Mr. Viraj K.
Desai, CFA MBA, is a Director at Charles Schwab Investment Management, Inc. He is also a Portfolio Manager at the firm.
Mr. Desai contributes to the asset allocation and manager selection of the firm’s Selective Portfolios.
Before joining CSIM, he was a member of BlackRock’s Outsourced CIO investment team, where he designed and managed outcome-oriented multi-asset solutions for BlackRock’s largest global institutional clients.
He earned his undergraduate degree in economics from New York University and his MBA from The Gabelli School of Business at Fordham University.
He is a member of the CFA Institute, CFA Society New York, and the CAIA Association and maintains the FINRA Series 65 license.
Cargos activos de Viraj K. Desai
Empresas | Cargo | Inicio |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Gestor de Cartera-Acciones | 01/12/2022 |
Antiguos cargos conocidos de Viraj K. Desai.
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TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Gestor de Cartera-Acciones | - |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Analyst-Equity | - |
Formación de Viraj K. Desai.
New York University | Undergraduate Degree |
Gabelli School of Business | Masters Business Admin |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Finance |
TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
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