James Cortez

James Cortez, CFA

Portfolio Manager
Charles Schwab Investment Management, Inc

James Cortez is a Portfolio Manager for Charles Schwab Investment Management, Inc (CSIM). He is a member of the team responsible for management of Schwab’s tax-exempt bond funds and has been a portfolio manager with CSIM since 2019.

Mr. Cortez joined the firm in 2006 as a director on the CSIM’s municipal research team, responsible for conducting credit research for CSIM’s municipal fixed income funds and money market funds with a focus on healthcare and higher education credits. Prior to joining Schwab, Mr. Cortez was an associate director in Standard & Poor’s healthcare group.

Mr. Cortez earned a Master of Business Administration from the University of California Berkeley’s Haas School of Business, and a Bachelor of Science in finance from the University of Illinois. Mr. Cortez is a CFA® charterholder.