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Profil
Ms. Aleda M.
Anderson is Director of Strategy & Operations at Edge Asset Management, Inc. She has been in Investment Industry since 1986.
Prior to joining Edge Asset Management in 2011, Ms. Anderson held various positions relating to the operation of Charles Schwab’s mutual fund supermarket, including Vice President and General Manager.
She was most recently Vice President of distribution services for the Schwab funds and Laudus funds.
She received her undergraduate degree in Philosophy and Religion from San Francisco State University.
Anciens postes connus de Aleda Maureen Anderson
| Sociétés | Poste | Fin |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Stratège de marché | 01/05/2017 |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Corporate Officer/Principal | 01/01/2011 |
Formation de Aleda Maureen Anderson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge is a long-term investor that seeks to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions. Their investment process is characterized by deep fundamental, bottom-up research and a long-term investment horizon, and may be contrarian biased. The firm offers four equity strategies: Equity Income, SMID Equity Income, Concentrated Mid-Cap, and Capital Appreciation. | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Finance |
