Jim Serhant

Jim Serhant, CFA

Senior Portfolio Manager
Schwab Asset Management®

Jim Serhant is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the ThomasPartners Balanced Strategies and the Schwab Dividend Equity Fund. Mr. Serhant also provides fundamental equity research coverage of certain industry sectors for the ThomasPartners® Strategies and the Schwab Active Equity Funds.

Prior to joining Schwab in 2016, Mr. Serhant was an executive vice president at Hartford Investment Management where he was the head of high yield and a senior portfolio manager, overseeing the credit research and portfolio management of the firm’s high yield strategies. Previously, he was a fixed income analyst at Delaware Investments and JP Morgan.

Mr. Serhant earned a Bachelor of Arts from Hamilton College. He is a CFA® charterholder.

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can obtain a prospectus, or if available, a summary prospectus by visiting schwabassetmanagement.com. Please read it carefully before investing.