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Profil
Mr. Veerapan Perianan is a Director of Multi Asset Research at Charles Schwab Investment Advisory, Inc. In this role, his primary focus is on long term capital market expectations and asset allocation research.
Prior to joining Schwab in 2015, Mr. Perianan spent 12 years as Managing Director of Research and a Portfolio Manager at Rotella Capital Management.
At Rotella, he managed a quantitative research group, and created a quantitative trading portfolio to manage investor capital.
He earned a Bachelor of Arts in Economics from St. Stephen’s College in Delhi, India, a Master’s degree in Business Management from Asian Institute of Management in Manila, Philippines and a Master of Science in Financial Engineering from Illinois Institute of Technology, Chicago.
Anciens postes connus de Veeru Perianan
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Equity | 29/03/2024 |
Formation de Veeru Perianan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Illinois Institute of Technology
 Illinois Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Asian Institute of Management
 Asian Institute of Management 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 |
Saint Stephens College India
 Saint Stephens College India Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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