Profile
Mr. Benjamin W.
Kuhn, CFA, is Portfolio Manager & Senior Manager at Charles Schwab Investment Advisory, Inc. He joined the firm in 2010.
Mr. Kuhn was previously employed as a Research Analyst by Charles Schwab & Co., Inc. and a Research Analyst by Capital Market Consultants, Inc.
He received his undergraduate degree from the University of Wisconsin.
Former positions of Benjamin William Kuhn
Companies | Position | End |
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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 | 2009-11-30 |
Capital Market Consultants, Inc.
Capital Market Consultants, Inc. Investment ManagersFinance Capital Market Consultants, Inc. provides investment advice. The private company is based in Milwaukee, WI. | Corporate Officer/Principal | 2007-12-30 |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Analyst-Equity | - |
Training of Benjamin William Kuhn
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
Capital Market Consultants, Inc.
Capital Market Consultants, Inc. Investment ManagersFinance Capital Market Consultants, Inc. provides investment advice. The private company is based in Milwaukee, WI. | Finance |
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