James Cortez
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Mr. James R.
Cortez, CFA MBA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He has been a portfolio manager with CSIM since 2019.
He joined the firm in 2006 as a Director on the CSIM’s municipal research team, responsible for conducting credit research for CSIM’s municipal fixed income funds and money market funds with a focus on healthcare and higher education credits.
Prior to joining Schwab, Mr. Cortez was an Associate Director in Standard & Poor’s healthcare group.
Mr. Cortez earned a Master of Business Administration from the University of California Berkeley’s Haas School of Business, and a Bachelor of Science in finance from the University of Illinois.
Mr. Cortez is a CFA charter holder.
James Cortez active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Portfolio Manager-Fixed Income | 2018-12-31 |
Training of James Cortez
| University of California | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
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