Michael Joseph Iachini
Director of Research - Equity at Charles Schwab Investment Advisory, Inc.
Profile
Mr. Michael J.
Iachini, CFA, is a Managing Director & Head of Manager Research at Charles Schwab Investment Advisory, Inc. In this role, he leads the research effort on mutual fund and exchange-traded fund lists.
He also contributes to Schwab's research on separately managed accounts, with a background in quantitative analysis.
Prior to joining Schwab, Mr. Iachini was a Domestic Equities Analyst for the State Board of Administration of Florida.
He earned a Bachelor of Arts degree in International Affairs and Master of Science degree in Economics from Florida State University.
He also holds a Certified Financial Planner certification.
Michael Joseph Iachini active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Director of Research - Equity | 2009-12-31 |
Former positions of Michael Joseph Iachini
| Companies | Position | End |
|---|---|---|
State Board of Administration of Florida Retirement System
 State Board of Administration of Florida Retirement System Investment ManagersFinance The State Board of Administration of Florida Retirement System (SBA) is a state constitionally created investment management organization headquartered in Tallahassee, Florida. The firm was founded in 1943 by the Florida Constitution to administer the Florida Retirement System (FRS) Pension Plan and other statewide retirement systems. These plans provide retirement, death, and disability benefits for employees of Florida's state and county government agencies, district school boards and community colleges and universities, as well as for employees of the cities and special districts in Florida that have elected to participate in the system. | Analyst-Equity | 2003-12-30 |
Training of Michael Joseph Iachini
| Florida State University | Graduate Degree |
Experiences
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| Private companies | 2 |
|---|---|
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System Investment ManagersFinance The State Board of Administration of Florida Retirement System (SBA) is a state constitionally created investment management organization headquartered in Tallahassee, Florida. The firm was founded in 1943 by the Florida Constitution to administer the Florida Retirement System (FRS) Pension Plan and other statewide retirement systems. These plans provide retirement, death, and disability benefits for employees of Florida's state and county government agencies, district school boards and community colleges and universities, as well as for employees of the cities and special districts in Florida that have elected to participate in the system. | Finance |
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