Patrick Kaming Kwok
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Mr. Patrick K.
Kwok, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. He supports the portfolio management process for the Schwab Asset Allocation products.
Previously, Mr. Kwok served as an associate portfolio manager with CSIM from 2012-2016.
Prior to that, he worked as a fund administration manager for the firm, where he was responsible for oversight of sub advisors, trading, cash management and fund administration for some funds.
Prior to joining the firm in 2008, Mr. Kwok spent two years as an asset operations specialist at Charles Schwab Trust Company.
He also worked for one year at State Street Bank & Trust as a portfolio accountant and pricing specialist.
Mr. Kwok earned a Master of Science degree in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Economics with a Minor in Business Administration from the University of California, Berkeley.
Patrick Kaming Kwok active positions
Companies | Position | Start |
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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-Equities | 2007-12-31 |
Training of Patrick Kaming Kwok
University of San Francisco | Graduate Degree |
University of California, Berkeley | Graduate Degree |
Experiences
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1st degree connections
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Private companies | 1 |
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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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