Patrick Kwok

Patrick Kwok, CFA

Portfolio Manager
Schwab Asset Management™

Patrick Kwok is a Portfolio Manager within the Multi-Asset Strategies Team for Schwab Asset Management. He supports the portfolio management process for multi-asset Schwab Funds.

Previously, Mr. Kwok served as an associate portfolio manager from 2012 to 2016. Prior to that, he worked as a fund administration manager, where he was responsible for oversight of sub-advisers, trading, cash management, and fund administration supporting the Charles Schwab Trust Bank Collective Investment Trusts and multi-asset Schwab Funds. Prior to joining Schwab Asset Management in 2008, Mr. Kwok spent two years as an asset operations specialist at Charles Schwab Trust Company. He also worked for one year at State Street Bank & Trust as a portfolio accountant and pricing specialist.

Mr. Kwok earned a Master of Science in financial analysis from the University of San Francisco and a Bachelor of Arts in economics with a minor in business administration from the University of California, Berkeley. 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.