Jonathan de St. Paer

President
Charles Schwab Investment Management, Inc. (CSIM)

Jonathan de St. Paer is President of Charles Schwab Investment Management, Inc. (CSIM). CSIM is one of the nation’s largest asset managers, and is the investment adviser to the Schwab Funds, Laudus Funds, and Schwab ETFs.

Prior to his current role, Mr. de St. Paer held various leadership roles within CSIM, most recently leading the firm’s Strategy and Product Development, Product Management, Business Oversight, and Governance teams. He joined Charles Schwab & Co., Inc. in 2003. Previous to Schwab, Mr. de St. Paer worked at McKinsey & Company where he was a member of the corporate finance and strategy practice. Earlier in his career, he worked in investment banking at Bear Stearns & Co. Inc.

Mr. de St. Paer earned a Master of Business Administration with a major in finance from the Wharton School at the University of Pennsylvania and a Bachelor of Arts in political science from the University of California, San Diego.

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Leadership Insights

In honor of Behavioral Finance Week, I spoke to Omar Aguilar, our CIO of Equities and Multi-Asset Strategies, to discuss behavioral finance concepts and why it's important to understand them in this market environment.
Leadership Insights

Over the past six months, Marie Chandoha and I have worked in partnership to navigate a smooth, deliberate transition. I’ve been slowly delegating responsibilities and taking on new ones.
Leadership Insights

Having a forum like this annual meeting to learn about, discuss and debate key issues with the rest of the industry is so important. Here are my observations and thoughts about some of the topics our industry finds most pressing and interesting.