![Wei Li](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Wei Li
Portfolio Manager-Equities at
Charles Schwab Investment Management, Inc.
Profile
Dr. Wei Li is a Senior Portfolio Manager at Charles Schwab Investment Management, Inc.
Prior to joining Schwab in 2012, Ms. Li spent more than 10 years at Barclays Global Investors (now known as BlackRock) where she held a number of positions.
From 2001 to 2009, she worked in various roles in the global advanced active group, including portfolio management and quantitative research for both U.S.
and international equity markets.
After 2009, she worked in the defined contribution research and product development area for almost two years.
She earned a doctorate in statistics from the University of California, Berkeley, a Master of Science in mathematics from Iowa State University, and a Bachelor of Science in computer science from the University of Science and Technology of China.
She is a CFA charterholder.
Wei Li active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Portfolio Manager-Equities | 01/06/2012 |
Former positions of Wei Li
| Companies | Position | End |
|---|---|---|
BlackRock Finance, Inc.
 BlackRock Finance, Inc. Investment ManagersFinance Provides asset and investment advisory & risk management solutions | Corporate Officer/Principal | 31/12/2011 |
Barclays Global Investors NA
 Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/03/2009 |
Training of Wei Li
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Finance |
BlackRock Finance, Inc.
BlackRock Finance, Inc. Investment ManagersFinance Provides asset and investment advisory & risk management solutions | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Iowa State University
 Iowa State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Science & Technology of China
 University of Science & Technology of China Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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