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Jim Peterson, PhD

Photo: Jim Peterson, PhD

Jim Peterson is Chief Investment Officer of Schwab Intelligent Portfolios™ and Schwab Managed Portfolios™ for Charles Schwab Investment Advisory, Inc. 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.