Jake Gilliam, CFA®

Director, Head of Wealth Management Solutions
Charles Schwab & Co., Inc.

Jake Gilliam is a Director and the Head of Wealth Management Solutions supporting Schwab Asset Management™. Mr. Gilliam is responsible for the strategic direction of multi-asset class portfolios and portfolio construction across Schwab Asset Management and Charles Schwab Trust Bank and provides analytical support to advisers, institutions, and clients. Additionally, Mr. Gilliam provides strategic leadership for Schwab Asset Management’s multi-asset and sub-advised investment strategies, as well as for the firm’s portfolio construction framework. He also participates in Asset Allocation and Third Party Investment Oversight committees and represents Schwab Asset Management’s multi-asset class strategies and framework to the institutional marketplace, clients, and the media.

Mr. Gilliam has more than 15 years of retirement industry and multi-asset management experience. Previously, he was the head client portfolio strategist for Schwab Asset Management’s multi-asset strategies. Prior to that, Mr. Gilliam was the senior portfolio manager for Charles Schwab Trust Bank’s Collective Investment Trusts and the head of sub-adviser oversight for Schwab Asset Management. Additionally, Mr. Gilliam served as the interim head of asset allocation and portfolio manager for all of Schwab Asset Management’s multi-asset class funds. Prior to these roles, he oversaw the due diligence process for maintaining the Schwab Focus List. Earlier in his career, Mr. Gilliam was a sell-side equity research associate.

Mr. Gilliam earned a Bachelor of Business Administration in finance from Ohio University. He is a CFA® charterholder and a member of the CFA Society of Cleveland. Mr. Gilliam is also a member of the Ohio University College of Business Finance Advisory Council and an Accredited Investment Fiduciary® designee. He holds Series 7 and 66 licenses.

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