Jim Peterson

Managing Director, Charles Schwab Investment Advisory, Inc.
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Jim Peterson, Ph.D.
Ph.D., Finance, Louisiana State University

As Managing Director for Charles Schwab Investment Advisory, Inc., Jim is responsible for strategic asset allocation, investment manager research, and the advice content underlying many advice tools for Charles Schwab & Co.

Throughout his career, Jim’s research and articles have been published in several peer-reviewed journals, including: Journal of Financial Planning, Journal of Portfolio Management, Financial Analysts Journal, Financial Management, Journal of Financial and Quantitative Analysis and Journal of Money, Credit and Banking.

Prior to joining Schwab in 1998, he was a member of the finance faculty at the University of Notre Dame. In 1997, he was named outstanding teacher in BusinessWeek's “Guide to the Best Business Schools.”

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Charles Schwab Investment Advisory, Inc. is an affiliate of Charles Schwab & Co., Inc.