Daniel Piquet, CFA
Daniel Piquet is a Portfolio Manager on the Multi-Asset Strategies Team for Schwab Asset Management. He is responsible for supporting the daily management of several multi-asset portfolios, including non-discretionary investment management services for the Schwab Managed Retirement Trusts, Schwab Indexed Retirement Trusts, and several asset class-specific collective investment trusts sponsored and maintained by Charles Schwab Trust Bank.
Prior to joining Schwab, Mr. Piquet spent two years as an analyst at Santander Asset Management providing sub-adviser oversight in the firm’s global multi-asset solutions team. Before that, he was a portfolio analyst with Natixis Global Asset Management, performing portfolio risk analysis as well as equity, fixed income, and alternative mutual fund research. He also spent six years at The Vanguard Group, including two years as an investment analyst.
Mr. Piquet earned a Bachelor of Science in business administration from Drexel University. He is a CFA® charterholder.
The Charles Schwab Trust Bank Collective Investment Trusts, including the Schwab Managed Retirement Trust Funds™, Schwab Indexed Retirement Trust Funds® and Schwab Institutional Trust Funds®, are collective investment trusts maintained by Charles Schwab Trust Bank (CSTB) as trustee. The Trusts are not sold by prospectus and are available for investment only by eligible retirement plans and entities. Charles Schwab Investment Management, Inc. (CSIM) is engaged by CSTB to provide non-discretionary advisory services to the CITs. CSTB and CSIM are separate but affiliated companies and subsidiaries of the Charles Schwab Corporation.