Holly Emerson
Gestionnaire de Portefeuille-Actions chez Charles Schwab Investment Management, Inc.
Profil
Ms. Holly Emerson, CFA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc.
Prior to joining Schwab in 2014, Ms. Emerson spent nearly 10 years at Algert Coldiron Investors LLC (now known as Algert Global), a quantitative market-neutral hedge fund manager.
She held a number of positions at Algert, including assistant portfolio manager and director of operations.
In her various roles, she acted as the lead portfolio manager for the Canadian fund, conducted macroeconomic research, and managed relationships with prime brokerage investment banks.
She earned a Bachelor of Arts in economics from the University of California, Berkeley.
She is a CFA charterholder.
Postes actifs de Holly Emerson
Sociétés | Poste | Début |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Holly Emerson
Sociétés | Poste | Fin |
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Algert Global LLC
Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Corporate Officer/Principal | - |
Formation de Holly Emerson
University of California, Berkeley | Undergraduate Degree |
Expériences
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Entreprise privées | 2 |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
Algert Global LLC
Algert Global LLC Investment ManagersFinance Algert Global LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Peter Algert in 2002 as Algert Coldiron Investors LLC. Algert Global manages global absolute return and active long-only strategies for institutional investors. | Finance |