Jonas Svallin, CFA

Jonas Svallin, CFA

Vice President, Head of Active Equity
Charles Schwab Investment Management, Inc.

Jonas Svallin is a Vice President and Head of Active Equity for CSIM. Mr. Svallin has overall responsibility for all aspects of the management of the active equity products and leads the CSIM Active Equity Portfolio Management and Research Team.

Prior to joining Schwab in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 to 2009, Mr. Svallin was a principal and the head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management (now known as Allianz Global Investors) and a senior consultant at FactSet Research Systems.

Mr. Svallin earned a Master of Arts in international economics and finance from Brandeis University, and a Bachelor of Science in finance from Western New England University. He is a CFA® charterholder and a member of the CFA Society of San Francisco. 
 

Get Jonas's perspective on the industry.

Take a look at what Jonas has written or been featured in.

Investment Insights

While the low interest rate environment has helped fuel returns, it may also present pitfalls. Three Schwab professionals share their thoughts about the low interest rate backdrop and what it might mean for investors.