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Jason Duane Diefenthaler
Corporate Officer/Principal chez
Adviser Holdings LLC
Profil
Mr. Jason D.
Diefenthaler is a Head of Active Taxable & Municipal Strategies at Charles Schwab Investment Management, Inc. and a Principal at Adviser Holdings LLC.
In this role, he is responsible for developing, managing, and implementing Schwab Asset Management’s active taxable and tax-exempt fixed income investment strategies, including separately managed accounts, actively managed mutual funds, and exchange-traded funds (ETFs).
Previously, Mr. Diefenthaler was the Director of tax-exempt portfolio management at Wasmer Schroeder & Company, LLC (Schwab Asset Management became the investment adviser for the Wasmer Schroeder Strategies in 2020).
He began his career with Wasmer Schroeder in 2000.
He was a Credit Analyst for taxable and tax-exempt strategies before becoming a Portfolio Manager.
He earned a Bachelor of Science in finance from Florida State University.
He is a member of the Southern Municipal Finance Society and the National Federation of Municipal Analysts.
Postes actifs de Jason Duane Diefenthaler
| Sociétés | Poste | Début |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 10/08/2020 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Portfolio Manager-Fixed Income | 10/08/2020 |
Formation de Jason Duane Diefenthaler
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Inactives
Sociétés cotées
Entreprise privées
Relations
55
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Florida State University
 Florida State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Provides investment advice | Finance |
