Joselle Duncan
Portfolio Manager-Equities at Charles Schwab Investment Management, Inc.
Profile
Ms. Joselle Duncan, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. She supports the Schwab international equity index mutual funds and ETFs.
Prior to joining Schwab in 2022, Ms. Duncan worked at BlackRock, Inc. for over 20 years as a vice president and portfolio manager focused on international ETFs.
Before that, she held several positions at Blackrock (formerly Barclays Global Investors) including portfolio manager for institutional and mutual funds, securities lending trader, and securities lending product specialist.
Ms. Duncan earned a Bachelor of Science in business administration from the University of Mary Washington.
She is a CFA® charterholder.
Joselle Duncan active positions
Companies | Position | Start |
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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-Equities | 31/12/2021 |
Training of Joselle Duncan
University of Mary Washington | Undergraduate Degree |
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Private companies | 1 |
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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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