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Profil
Mr. Benjamin W.
Kuhn, CFA, is Portfolio Manager & Senior Manager at Charles Schwab Investment Advisory, Inc. He joined the firm in 2010.
Mr. Kuhn was previously employed as a Research Analyst by Charles Schwab & Co., Inc. and a Research Analyst by Capital Market Consultants, Inc.
He received his undergraduate degree from the University of Wisconsin.
Anciens postes connus de Benjamin William Kuhn
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | 01/12/2009 |
Capital Market Consultants, Inc.
 Capital Market Consultants, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2007 |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Analyst-Equity | - |
Formation de Benjamin William Kuhn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
13
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Finance |
Capital Market Consultants, Inc.
Capital Market Consultants, Inc. Investment ManagersFinance Provides investment advice | Finance |
