Jake Martin Gilliam

Mr. Jake M.
Gilliam, CFA, is a Senior Multi-Asset Class Portfolio Strategist at Charles Schwab Investment Management, Inc. He supporting Charles Schwab Investment Management Inc.’s Asset Allocation and Sub-Advisor Oversight Committees.
He contributes to strategic decisions for all multi-asset class portfolios as well as several single asset-class portfolios within CSIM and for the Schwab Bank Collective Trust Funds.
He works closely with the Chief Investment Officers, Portfolio Managers, Research, and Sub-Advisor Oversight teams on a frequent basis.
He also represents CSIM’s multi-asset class strategies to the institutional marketplace, clients, and the media.
Previously, he was the day-to-day Senior Portfolio Manager for Schwab Bank’s Collective Trust Funds and Head of Sub-Advisor oversight for CSIM.
Additionally, Mr. Gilliam served as interim Head of Asset Allocation and Portfolio Manager for CSIM’s Multi-Asset Class funds.
He also developed the Schwab Corporate and Retirement Services Institutional Investment Analyst team and oversaw the due diligence process for maintaining the Schwab Focus List.
Earlier in his career, he also worked as a sell-side Equity Research Associate covering the food retail and restaurant industries.
Mr. Gilliam earned a Bachelor of Business Administration degree in Finance from Ohio University, and is a board member of the Ohio University College of Business Finance Advisory Council.
He is a CFA charter holder and a member of the CFA Society of Cleveland.