John Greves, CFA
John Greves is a Vice President and Head of Multi-Asset Strategies for Charles Schwab Investment Management, Inc. (CSIM). In this role, Mr. Greves is responsible for overseeing the Multi-Asset Portfolio Management, Sub-Advisor Oversight, and Quantitative Solutions teams. He maintains accountability for multi-asset investment processes including team research and implementation, and also contributes to the firm’s efforts to continually enhance investment outcomes. The Multi-Asset Strategies team is responsible for management of all CSIM multi-asset portfolios, including target date, balanced, monthly income, and multi-manager funds.
Prior to joining CSIM in June 2016, Mr. Greves worked at Russell Investment Management Company (Russell Investments) for 13 years, most recently as a portfolio manager for multi-asset solutions where he managed multiple target date funds, chaired the multi-asset advisory team, and co-authored papers on glide path methodology and benchmarking. Prior to that, he served in several roles for Russell Investments including associate portfolio manager for multi-asset solutions and senior portfolio analyst for multi-asset solutions.
Mr. Greves earned a Bachelor of Science in computer science and business from the University of Puget Sound. He is a CFA® charterholder.