John Greves, CFA
John Greves is a Managing Director and Head of Multi-Asset Strategies for Schwab Asset Management. Mr. Greves oversees the Multi-Asset Portfolio Management, Investment Manager Research, and Quantitative Solutions teams. He maintains accountability for multi-asset investment processes including team research and implementation, and also contributes to the firm’s efforts to continually enhance investment outcomes. The Multi-Asset Strategies Team is responsible for management of multi-asset mutual funds and third-party model portfolios, as well as providing non-discretionary investment management services to collective investment trusts, with strategies including target date, balanced, monthly income, and multi-manager portfolios.
Prior to joining Schwab in 2016, Mr. Greves worked at Russell Investment Management Company (Russell Investments) for 13 years, most recently as a portfolio manager for multi-asset solutions where he managed multiple target date funds, chaired the multi-asset advisory team, and co-authored papers on glide path methodology and benchmarking. Prior to that, he served in several roles for Russell Investments including associate portfolio manager for multi-asset solutions and senior portfolio analyst for multi-asset solutions.
Mr. Greves earned a Bachelor of Science in computer science and business from the University of Puget Sound. He is a CFA® charterholder.
The Charles Schwab Trust Bank Collective Investment Trusts 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.