Cameron Troy Ullyatt
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Mr. Cameron T.
Ullyatt, CFA MBA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He is responsible for the day-to-day co-management of Schwab’s national and state-specific municipal money funds.
Prior to joining Charles Schwab Investment Management in 2008, Mr. Ullyatt was a Vice President and Portfolio Manager at Oppenheimer Funds, where he was responsible for managing the firm’s municipal money fund assets.
From 1999 to 2006, he also worked as a Credit Analyst in Oppenheimer Funds' municipal bond and money market departments.
Mr. Ullyatt earned an International Master of Business Administration degree, and a Bachelor of Science degree in Business Administration from the University of Denver.
He is also a member of the CFA Society of Colorado and the CFA Institute.
Cameron Troy Ullyatt 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-Fixed Income | 2007-12-31 |
Former positions of Cameron Troy Ullyatt
Companies | Position | End |
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OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Portfolio Manager-Fixed Income | 2008-04-29 |
Training of Cameron Troy Ullyatt
University of Denver | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 2 |
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OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | 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 |
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