Steven Chan, CFA, FRM

Portfolio Manager

Steven Chan 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 bond funds and the Schwab Fixed-Income ETFs. His primary focus is on corporate bonds. He has prior experience managing government securities including Treasury Inflation Protected Securities (TIPS).

Mr. Chan has been a portfolio manager with CSIM since 2007, and has held a number of positions at the firm since beginning his tenure in 1996. His previous roles include managing the Portfolio Operations and Analytics group, and working as a senior manager in Finance. Prior to joining CSIM, Mr. Chan was a manager of finance at GT Capital Management.

Mr. Chan earned a Bachelor of Arts in Managerial Economics from the University of California, Davis. He is a CFA® charterholder, and is a member of the CFA Society of San Francisco and the CFA Institute. He is also a Financial Risk Manager (FRM).