James D. Peterson is chief investment officer for Charles Schwab Investment Advisory and portfolio manager for Schwab Managed Portfolios™.
Prior to joining Schwab in 1998, Peterson was a member of the finance faculty at the University of Notre Dame. He has been published in several leading academic and professional journals, including The Journal of Portfolio Management, Journal of Financial Planning, Financial Analysts Journal, The Journal of Fixed Income, Financial Management, Journal of Financial and Quantitative Analysis, and Journal of Money, Credit and Banking.
He received his Ph.D. in finance from Louisiana State University.
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