Jonathan Roman

Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.

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Mr. Jonathan Roman is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He is responsible for the day-to-day co-management of Schwab’s taxable money market funds.
He has been a Portfolio Manager with CSIM since 2010, and has held a number of positions at the firm since beginning his tenure in 2005.
In 2009, he joined the Portfolio Management group as a Trader, and prior to that he worked in the Portfolio Operations and Analytics group providing trading support to the taxable money market desk.
He earned a Bachelor of Art degree in Economics from the University of San Francisco.

Jonathan Roman 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	2009-12-31

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University of San Francisco

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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