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Patrick Kaming Kwok
Portfolio Manager-Equities at
Charles Schwab Investment Management, Inc.
Profile
Mr. Patrick K.
Kwok, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. He supports the portfolio management process for the Schwab Asset Allocation products.
Previously, he served as an Associate Portfolio Manager with CSIM from 2012-2016.
Prior to that, he worked as a Fund Administration Manager for the firm, where he was responsible for oversight of sub advisors, trading, cash management and fund administration for some funds.
Prior to joining the firm in 2008, Mr. Kwok spent two years as an Asset Operations Specialist at Charles Schwab Trust Company.
He also worked for one year at State Street Bank & Trust as a Portfolio Accountant and Pricing Specialist.
He earned a Master of Science degree in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Economics with a Minor in Business Administration from the University of California, Berkeley.
Patrick Kaming Kwok active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 31/12/2007 |
Training of Patrick Kaming Kwok
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
69
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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