Xin Wen, CFA

Portfolio Manager

Xin Wen is a Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). She is responsible for the day-to-day co-management of the Schwab Large-Cap Growth Fund and Schwab Dividend Equity Fund. Previously, she served as an Associate Portfolio Manager supporting the Schwab active equity funds.

Prior to joining CSIM in 2014, Ms. Wen spent nearly 10 years at Algert Global (formerly Algert Coldiron Investors), a quantitative market neutral hedge fund manager, where she held a number of positions, including Assistant Portfolio Manager and Macroeconomic Research Analyst. In her various roles, she supported both U.S. and International funds and acted as the lead portfolio manager for the Canadian fund.

Ms. Wen earned a Bachelor of Arts in Economics from the University of California, Berkeley. She is a CFA® charterholder.