Jonathan Roman

Senior Portfolio Manager

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

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