Jamie Peek
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Ms. Jamie L.
Peek is a Trader & Portfolio Manager at Charles Schwab Investment Management, Inc.
Previously, Ms. Peek was a portfolio manager at Wasmer Schroeder where she was responsible for co-managing the tax-exempt strategies, day-to-day tax-exempt security selection, and trade execution.
(Schwab Asset Management became the investment adviser for the Wasmer Schroeder Strategies in 2020).
She also spent time as a marketing analyst and client services associate at Wasmer Schroeder.
She earned a Bachelor of Science in finance from Florida Gulf Coast University.
Jamie Peek 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-Fixed Income | 09/08/2020 |
Former positions of Jamie Peek
| Companies | Position | End |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Portfolio Manager-Fixed Income | 09/08/2020 |
Outback Steakhouse, Inc.
 Outback Steakhouse, Inc. RestaurantsConsumer Services Outback Steakhouse, Inc. owns and operates fast food centers serving Burgers, Sandwiches, Grilled On The Barbie, Desserts, Soups, Salads, Sides, Beverages, Beers, Gift Cards, Shipping & Handling, Delivery Services. | Corporate Officer/Principal | 31/07/2011 |
Training of Jamie Peek
| Florida Gulf Coast University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
Outback Steakhouse, Inc.
Outback Steakhouse, Inc. RestaurantsConsumer Services Outback Steakhouse, Inc. owns and operates fast food centers serving Burgers, Sandwiches, Grilled On The Barbie, Desserts, Soups, Salads, Sides, Beverages, Beers, Gift Cards, Shipping & Handling, Delivery Services. | Consumer Services |
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 |
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