James Cortez, CFA
James Cortez is a Portfolio Manager for Schwab Asset Management. He is a member of the team responsible for management of the Schwab Tax-Free Bond Funds and has been a portfolio manager with Schwab Asset Management since 2019.
Mr. Cortez joined the firm in 2006 as a director on Schwab Asset Management’s municipal research team, responsible for conducting credit research for 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.