Terry J. Knoll

Director/Board Member at

Boys & Girls Clubs of Bellevue

Finance

Commercial Services

Profile

Terry J.
Knoll is currently the Director at Boys & Girls Clubs of Bellevue.
Previously, he worked as a Branch Manager at Charles Schwab Investment Management, Inc. from 1987 to 1992.
He also worked as a Vice President & Investment Officer at WoodTrust Asset Management, NA from 2010 to 2013.

Terry J. Knoll active positions

Companies	Position	Start
Boys & Girls Clubs of Bellevue Boys & Girls Clubs of Bellevue Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and health care services	Director/Board Member	05/09/2013

All active positions of Terry J. Knoll

Former positions of Terry J. Knoll

Companies	Position	End
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.	Corporate Officer/Principal	01/01/1992
WoodTrust Asset Management, NA WoodTrust Asset Management, NA Investment ManagersFinance WoodTrust Asset Management seeks to provide consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. Their investment philosophy focuses on five key principles: (1) asset allocation (2) portfolio structure (3) tax management techniques (4) the use of specialist managers or separate accounts and (5) continuous portfolio management.	Investment Committee Member	-

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Experiences
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Linked companies

Private companies	3
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
WoodTrust Asset Management, NA WoodTrust Asset Management, NA Investment ManagersFinance WoodTrust Asset Management seeks to provide consistent long-term performance through uniquely constructed asset allocation portfolios and separate accounts. Their investment philosophy focuses on five key principles: (1) asset allocation (2) portfolio structure (3) tax management techniques (4) the use of specialist managers or separate accounts and (5) continuous portfolio management.	Finance
Boys & Girls Clubs of Bellevue Boys & Girls Clubs of Bellevue Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and health care services	Commercial Services