Jack Hanna

Senior Specialist, Quantitative Investment Management Research
Chartered Financial Analyst (CFA®)
Charles Schwab Investment Advisory
Jack Hanna

Jack Hanna, CFA, is a Research Analyst for the Schwab Intelligent Portfolios® Portfolio Management Team within Charles Schwab Investment Advisory, Inc. He is responsible for asset allocation research across Schwab’s managed account products, monitoring and maintaining Schwab Intelligent Portfolios tax-loss harvesting and rebalancing algorithms and providing analysis and insights on topics including automated investing capabilities, tax-efficient portfolio management, and portfolio optimization. 

Education
B.S., Applied Mathematics, University of Colorado Boulder