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Jeffrey M. Mortimer CFA, Senior Vice President, Chief Investment Officer—Charles Schwab Investment Management, Inc. Mortimer has overall responsibility for all Schwab Funds and managed accounts. Prior to joining CSIM in 1997, Mortimer was chief investment officer at Higgins Associates, Inc., and before that, he was employed by Gannett, Welsh & Kotler, a money management firm in Boston. He earned an M.B.A. with an emphasis in finance from the University of Chicago Graduate School of Business in 1992 and a B.S. from Babson College in 1986. Mortimer is a Chartered Financial Analyst and a member of the Security Analyst Society of San Francisco. |