Kevin Shaughnessy, CFA

Managing Director, Senior Portfolio Manager

Kevin Shaughnessy is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of Schwab’s national and state-specific municipal money funds.

Prior to joining CSIM in 2000, Mr. Shaughnessy spent four years as a portfolio manager at Wells Capital Management, where he was responsible for managing the firm’s California municipal money fund assets, as well as short duration, private client assets.

Mr. Shaughnessy earned a Master of Business Administration degree in Finance, and a Bachelor of Science degree in Business Administration from the California State University, Hayward. He is a CFA® charterholder, and a member of the CFA Society of San Francisco and the CFA Institute.