Daniel Piquet, CFA

Portfolio Manager

Daniel Piquet is a Portfolio Manager within the Multi-Asset Strategies Team for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for supporting the daily management of several multi-asset portfolios including the Schwab Managed Retirement Trusts, Schwab Indexed Retirement Trusts, and several asset class-specific collective investment trusts (each of the trusts is sponsored and maintained by Charles Schwab Trust Bank and CSIM provides non-discretionary investment management).

Prior to joining CSIM, Mr. Piquet spent two years as an analyst at Santander Asset Management providing sub-adviser oversight in the firm’s global multi-asset solutions team. Before that, he was a portfolio analyst with Natixis Global Asset Management, performing portfolio risk analysis as well as equity, fixed income, and alternative mutual fund research. He also spent six years at The Vanguard Group, including two years as an investment analyst.

Mr. Piquet earned a Bachelor of Science in business administration from Drexel University. He is a CFA® charterholder.