Jake Gilliam
Head of Portfolio Construction SolutionsCharles Schwab & Co., Inc.
- Role
- Charles Schwab
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Jake Gilliam
As the Head of Portfolio Construction Solutions supporting Schwab Asset Management™, I’m responsible for leading Schwab Asset Management research, portfolio analytics, and Investment Portfolio Strategist teams. I provide strategic direction for multi-asset class portfolios and portfolio construction across Schwab Asset Management, including non-discretionary advisory services provided for Charles Schwab Trust Bank’s Collective Investment Trusts and provide analytical support to advisers, institutions, and clients. Additionally, I provide strategic leadership for Schwab Asset Management’s multi-asset and sub-advised investment strategies, as well as for the firm’s portfolio construction framework. I also participate in Asset Allocation and Third Party Investment Oversight committees and represent Schwab Asset Management’s multi-asset class strategies and framework to the institutional marketplace, clients, and the media. 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
Present
Education
Ohio University
BBA, Finance
Skills
- Asset Managment
- Equities
- Series 7
- Investments
- Asset Allocation
- Series 63
- Portfolio Management
- Alternative Investments
- Securities
- Retirement Planning
- Retirement
- Investment Management
- Valuation
- Investment Strategies
- Investment Banking
- Pensions
- Investment Advisory
- Mutual Funds
- Hedge Funds
- Etfs
- 401k
- Wealth Management
- Equity Research
- Finra
- Bloomberg
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.