D. J. Tierney
Senior Investment Portfolio Strategist, Charles Schwab & Co., Inc.
- Role
- Senior Investment Portfolio Strategist at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About D. J. Tierney
As a Senior Investment Portfolio Strategist supporting Schwab Asset Management™, I’m primarily focused on representing the Schwab ETFs and Schwab index mutual funds to clients, advisors, sales channels, and the media. I partner with other Schwab teams to optimize the firm’s ETF and index mutual fund offerings and to provide educational and market strategy content. I also assist with Schwab ETF communications and relationships with authorized participants, broker-dealers, and regulatory agencies.As one of the industry’s largest and most experienced asset managers, Schwab Asset Management is committed to operating our business through clients’ eyes. We aim to deliver exceptional experiences to investors and the financial professionals who serve them through products and solutions available through Schwab and third-party platforms. Whether you’re seeking timely industry and market insights, portfolio construction strategies, or practice management techniques, you can rely on us for expert perspectives and helpful tools to help reinforce your status as a trusted advisor. Learn more at
Experience
Senior Investment Portfolio Strategist
Dec 2016 — Present · San Francisco, CA, US
Charles Schwab Investment Management, Inc, has provided this communication as part of the recordkeeping and related services. For other important information and disclosures please visit:
Education
UCLA
BA, Economics
University of California, Berkeley, Haas School of Business
MBA, Finance
Skills
- Asset Allocation
- Capital Markets
- Series 7
- Bloomberg
- Bonds
- Investments
- Etfs
- Electronic Trading
- Fixed Income
- Trading
- Asset Managment
- Trading Systems
- Structured Products
- Asset Management
- Equities
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Hedge Funds
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