Steven Chan, CFA

Steven Chan, CFA

Trader Senior Portfolio Manager
Schwab Asset Management®

Steven Chan is a Trader and Senior Portfolio Manager for Schwab Asset Management. He supports taxable and tax-exempt strategies.

Mr. Chan has been a portfolio manager with Schwab Asset Management since 2007 and has held a number of positions at the firm since beginning his tenure in 1996. His previous roles include managing the portfolio operations and analytics group and working as a senior manager in finance. Prior to joining Schwab, Mr. Chan was a manager of finance at GT Capital Management.

Mr. Chan earned a Bachelor of Arts in managerial economics from the University of California, Davis. He is a CFA® charterholder and is a member of the CFA Society of San Francisco and the CFA Institute.