Jonathan Roman

Portfolio Manager

Jonathan Roman is a Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of Schwab’s taxable money market funds.

Mr. Roman has been a portfolio manager with CSIM since 2010, and has held a number of positions at the firm since beginning his tenure in 2005. In 2009, he joined the Portfolio Management group as a Trader, and prior to that he worked in the Portfolio Operations and Analytics group providing trading support to the taxable money market desk.

Mr. Roman earned a Bachelor of Arts in Economics from the University of San Francisco.