![Steven Chan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven Chan
Portfolio Manager-Fixed Income at
Charles Schwab Investment Management, Inc.
Profile
Mr. Steven W.
Chan, CFA, is a Trader & Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He supports taxable and tax-exempt strategies.
Mr. Chan has been a Portfolio Manager with Schwab Asset Management since 2007 and has held a number of positions at the firm since beginning his tenure in 1996.
His previous roles include managing the portfolio operations and analytics group and working as a senior manager in finance.
Prior to joining Schwab, Mr. Chan was a Manager of Finance at GT Capital Management.
He earned a Bachelor of Arts in Managerial Economics from the University of California, Davis.
Steven Chan active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Portfolio Manager-Fixed Income | 01/01/2007 |
Training of Steven Chan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
71
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
University of California, Davis
 University of California, Davis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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