Jonas Svallin, CFA

Jonas Svallin, CFA

Managing Director, Head of Active Equities
Schwab Asset Management™

Jonas Svallin is a Managing Director and Head of Active Equities for Schwab Asset Management. Mr. Svallin is responsible for the day-to-day co-management of the Schwab International Core Equity Fund, the Schwab Small-Cap Equity Fund, the Schwab Hedged Equity Fund, and the Schwab Health Care Fund.

Prior to joining Schwab in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 to 2009, Mr. Svallin was a principal and the head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management (now known as Allianz Global Investors) and a senior consultant at FactSet Research Systems.

Mr. Svallin earned a Master of Arts in international economics and finance from Brandeis University, and a Bachelor of Science in finance from Western New England University. He is a CFA® charterholder and a member of the CFA Society of San Francisco.