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Jim Peterson, PhD

Photo: Jim Peterson, PhD

Jim Peterson is the Chief Investment Officer of Charles Schwab Investment Advisory, Inc. and a member of the portfolio management teams for Schwab Managed Portfolios™ and Schwab Intelligent Portfolios™. In this role, he also oversees the evaluation of investment managers for a variety of Schwab lists, including the Mutual Fund OneSource Select List® and ETF Select List™.

Prior to joining Schwab in 1998, Jim was an assistant professor of finance at the University of Notre Dame. He was voted "Outstanding Teacher" in BusinessWeek's "Guide to the Best Business Schools" in 1997 and has been published in several leading academic and professional journals.

Jim earned a doctorate in finance from Louisiana State University.