Brett Wander
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Mr. Brett H.
Wander, CFA MBA, is a Senior Vice President & CIO of Fixed Income at Charles Schwab Investment Management, Inc. He is responsible for all aspects of the firm's fixed income and money market portfolios, leading a team of more than 20 investment professionals.
He has over 25 years of investment management experience.
Prior to joining Charles Schwab Investment in June 2011, Mr. Wander was Senior Managing Director at State Street Global Advisors, where he managed and directed the firm’s active fixed-income enterprise.
He also held senior fixed-income leadership positions at Loomis Sayles, State Street Research and Payden & Rygel; in those roles, he designed investment processes, developed risk-management methodologies, managed investment teams, and consistently generated strong investment performance track records.
Mr. Wander earned an M.B.A.
from the University of Chicago and a B.S.
in System Science Engineering from the University of California, Los Angeles.
Brett Wander 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 | 2011-05-31 |
Former positions of Brett Wander
Companies | Position | End |
---|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Portfolio Manager-Fixed Income | 2008-02-16 |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Portfolio Manager-Fixed Income | 2005-01-30 |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Corporate Officer/Principal | - |
Payden & Rygel Global Ltd.
Payden & Rygel Global Ltd. Investment ManagersFinance Payden & Rygel Global Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Payden & Rygel in the US. Payden & Rygel Global offers a full array of investment strategies and products to a varied client base around the world. | Corporate Officer/Principal | - |
Alpha Strategies LLC
Alpha Strategies LLC Investment ManagersFinance Alpha Strategies LLC provides investment services. It provides intellectual capital for the clients to meet their requirements. The company's clients include American Stock Exchange, Barings Asset Management, California Employees Retirement System, Dresdner Kleinwort Benson, First Quadrant, Franklin Portfolio Associates, and Nomura Asset Management. The firm has offices in Philadelphia, New York, and London. It was founded by Jason MacQueen in 1996 and is headquartered in Wayne, PA. | Corporate Officer/Principal | - |
Training of Brett Wander
University of California, Los Angeles | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
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 |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
Alpha Strategies LLC
Alpha Strategies LLC Investment ManagersFinance Alpha Strategies LLC provides investment services. It provides intellectual capital for the clients to meet their requirements. The company's clients include American Stock Exchange, Barings Asset Management, California Employees Retirement System, Dresdner Kleinwort Benson, First Quadrant, Franklin Portfolio Associates, and Nomura Asset Management. The firm has offices in Philadelphia, New York, and London. It was founded by Jason MacQueen in 1996 and is headquartered in Wayne, PA. | Finance |
Payden & Rygel Global Ltd.
Payden & Rygel Global Ltd. Investment ManagersFinance Payden & Rygel Global Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 1998 and is a subsidiary of Payden & Rygel in the US. Payden & Rygel Global offers a full array of investment strategies and products to a varied client base around the world. | Finance |
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