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Nome | Título | Desde | Até |
---|---|---|---|
Steven Hung | Managing Director | 2017 | Agora |
Biografia | Steven Hung is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. He is primarily responsible for the management and oversight of corporate bonds with added responsibility of managing municipal bond index strategies. Mr. Hung has been a portfolio manager with Schwab Asset Management since 2005 and prior to that, served in various roles as an associate portfolio manager and trader since 1999. In 1998, he joined Charles Schwab & Co.’s management training program and worked as a clerk on the options trading floor of the Pacific Coast Stock Exchange. Mr. Hung earned a Bachelor of Arts in applied economics from the University of San Francisco. He is a member of the CFA Society of Colorado and the CFA Institute. | ||
Alfonso Portillo | Managing Director | 2017 | Agora |
Biografia | Alfonso Portillo, Jr. is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and Schwab Fixed-Income ETFs. His primary focus is securitized products. Prior to joining Schwab in 2007, Mr. Portillo worked for 10 years at Pacific Investment Management Company, most recently as a vice president and member of the mortgage and asset-backed portfolio management team. He has worked in fixed income asset management since 1996. Mr. Portillo earned a Master of Business Administration from Columbia Business School and the Berkeley Haas School of Business, and a Bachelor of Science in finance from the University of Southern California. | ||
Mark R. McKissick | Senior Portfolio Manager | 2017 | Agora |
Biografia | Mark McKissick is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. He is primarily responsible for the management and oversight of government securities and securitized products. Prior to joining Schwab in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a director of fixed income and portfolio manager. In this role he co-managed multiple bond strategies, as well as oversaw the firm’s fixed income business including the investment process, client service, and other administrative functions. He also served as a credit/security analyst from 1999 to 2005. Prior to that, he worked as a senior research analyst with Hotchkis & Wiley, a portfolio manager at Payden & Rygel, and a vice president in fixed income at Salomon Brothers. Mr. McKissick earned a Master of Business Administration with an emphasis in finance and international business from the University of Chicago and a Bachelor of Science in accounting and a Bachelor of Arts in economics from Oklahoma State University. He is a CFA® charterholder and is an inactive Certified Public Accountant (Ohio). | ||
Matthew Hastings | Managing Director Head of Bond Index Strategies | 2017 | Agora |
Biografia | Matt Hastings is a Managing Director and Head of Bond Index Strategies for Schwab Asset Management. Mr. Hastings leads the portfolio management team for the Schwab Taxable Bond Mutual Funds and Schwab Fixed-Income ETFs. He also has overall responsibility for all aspects of the management of the funds. Prior to joining Schwab in 1999, Mr. Hastings was in fixed income sales and trading at Lehman Brothers. He has worked in the fixed income securities industry since 1996. Mr. Hastings earned a Bachelor of Arts in economics from the University of San Diego. He is a CFA® charterholder and is a member of the CFA Society of San Francisco and the CFA Institute. |
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