Program Description:
Low Interest Rates; Myths and Misconceptions
Brett Wander, CFA
Senior Vice President and Chief Investment Officer, Fixed Income, Charles Schwab
Brett Wander joined Charles Schwab Investment Management, Inc. in June 2011 as Senior Vice President and Chief Investment Officer, Fixed Income. He is responsible for all aspects of the firm's fixed-income and money market portfolios, leading a team of more than a dozen investment professionals. Over his more than 20 years of investment management experience, Mr. Wander has been intimately involved in the design, development and oversight of a wide range of active, indexed and alternative fixed-income strategies. His expertise spans a wide range of global and domestic markets and sectors.
Prior to joining Schwab, Mr. Wander was senior managing director at State Street Global Advisors, where he managed and directed the firm’s $30 billion active fixed-income enterprise. He also held senior fixed-income leadership positions at Loomis Sayles, State Street Research and Payden & Rygel; in those roles, he designed investment processes, developed risk-management methodologies, managed investment teams, and consistently generated strong investment performance track records.
Mr. Wander earned a M.B.A. from the University of Chicago and a B.S. in System Science Engineering from the University of California, Los Angeles.
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CONTINUING EDUCATION - CEUs are available for ASPPA, CPAs, Actuaries and Attorneys. The WP&BC San Francisco Chapter is a State Bar of California approved provider.
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