CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research
John Zbesko is a member of a team of equity analysts who conduct ongoing research to enhance Schwab Equity Ratings, the unique analysis tool used by Schwab clients and several Schwab mutual funds to help identify timely stocks to buy or sell. Zbesko's responsibilities include testing and integrating academic and practitioner research, tracking performance of the ratings and their components and researching the use of the ratings in portfolio management.
He was a research consultant at Chicago Investment Analytics prior to its purchase by Charles Schwab & Co., Inc. in 2000. Previously, Zbesko served as a portfolio manager for First Chicago Bank and a hedge fund analyst for The Oak Group. At Zacks Investment Research, he developed quantitative stock analysis software.
Zbesko earned his Bachelor of Science degree in management science from the Massachusetts Institute of Technology and his Master of Arts degree in economics from the University of Chicago. He is a Chartered Financial Analyst charterholder and holds multiple NASD licenses.
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