Agnes Hong, CFA

Vice President, Senior Portfolio Manager

Agnes Hong is Vice President and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). She is responsible for the day-to-day co-management of Schwab’s passive equity mutual funds and ETFs, which are comprised of the Schwab Equity Index Funds, Schwab Fundamental Index Funds, Schwab Equity ETFs and Schwab Fundamental Index ETFs.

Prior to joining CSIM in 2009, Ms. Hong spent five years as a portfolio manager at Barclays Global Investors (subsequently acquired by BlackRock), where she managed institutional index funds and quantitative active funds. Prior to that, Ms. Hong worked in management consulting and product management, servicing global financial services clients.

Ms. Hong earned a Master of Business Administration in Finance from the Wharton School at the University of Pennsylvania, and a Bachelor of Science in Computer Science and Accounting from the University of New South Wales (Sydney, Australia). She is a CFA® charterholder, and a member of the CFA Society of San Francisco.