Wei Li
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Dr. Wei Li is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc.
Prior to joining Schwab in 2012, Ms. Li spent more than 10 years at Barclays Global Investors (now known as BlackRock) where she held a number of positions.
From 2001 to 2009, she worked in various roles in the global advanced active group, including portfolio management and quantitative research for both U.S.
and international equity markets.
After 2009, she worked in the defined contribution research and product development area for almost two years.
Ms. Li earned a doctorate in statistics from the University of California, Berkeley, a Master of Science in mathematics from Iowa State University, and a Bachelor of Science in computer science from the University of Science and Technology of China.
She is a CFA® charterholder.
Wei Li 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-Equities | 2012-05-31 |
Former positions of Wei Li
| Companies | Position | End |
|---|---|---|
| BLACKROCK, INC. | Corporate Officer/Principal | 2011-12-30 |
| Barclays Global Investors NA | Corporate Officer/Principal | 2009-02-28 |
Training of Wei Li
| University of California, Berkeley | Doctorate Degree |
| Iowa State University | Graduate Degree |
| University of Science & Technology of China | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BLACKROCK, INC. | Finance |
| Private companies | 2 |
|---|---|
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 |
| Barclays Global Investors NA | Finance |
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