Rob Bourgeois

Sr. Manager, Client Portfolio Strategist at Charles Schwab Investment Management, Inc

Speaker

Rob Bourgeois is a Client Portfolio Strategist supporting Charles Schwab Investment Management, Inc. (CSIM). In this role, he is responsible for market communications and relationship development with clients and key partners regarding Schwab’s Money Market and Fixed Income product suites.

Prior to supporting CSIM, Mr. Bourgeois served in multiple fixed income roles at Charles Schwab & Co., Inc. (Schwab), including five years as a research analyst for the Schwab Center for Financial Research and as a Fixed Income Product Manager. Previous to Schwab, Mr. Bourgeois also served as an investment manager for the City of Arvada, Colorado; and as an institutional mortgage bond trader at Raymond James Financial.

Mr. Bourgeois earned a Bachelor of Business Administration and a Master of Business Administration with concentrations in Finance from the University of North Florida. He holds Series 7 and 66 licenses.