Kevin John Shaughnessy
Portfolio Manager-Fixed Income at Charles Schwab Investment Management, Inc.
Profile
Mr. Kevin J.
Shaughnessy, CFA MBA, is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc. He is responsible for the day-to-day co-management of Schwab’s national and state-specific municipal money funds.
Prior to joining Charles Schwab in September 2000, Mr. Shaughnessy spent four years as a Portfolio Manager at Wells Capital Management, where he was responsible for managing the firm’s California municipal money fund assets, as well as short duration, private client assets.
Mr. Shaughnessy earned a Master of Business Administration degree in Finance, and a Bachelor of Science degree in Business Administration from the California State University, Hayward.
He is also a member of the CFA Society of San Francisco and the CFA Institute.
Kevin John Shaughnessy 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 | 31/08/2000 |
Former positions of Kevin John Shaughnessy
| Companies | Position | End |
|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Portfolio Manager-Equities | 30/08/2000 |
Training of Kevin John Shaughnessy
| California State University-East Bay | Masters Business Admin |
Experiences
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Linked companies
| Private companies | 2 |
|---|---|
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 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
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