Rick Holland

Vice President, Head Client Portfolio Strategist, Schwab Money & Fixed Income Funds at Charles Schwab Investment Management, Inc

Speaker

Rick Holland is Vice President and Head Client Portfolio Strategist supporting Charles Schwab Investment Management, Inc. (CSIM). Mr. Holland is responsible for communicating the investment management and credit research activities for the Schwab Money Funds and Schwab Fixed Income Funds.

Previously, Mr. Holland was Vice President/Regional Director and Corporate Treasury Strategist at State Street Global Advisors (SSgA). Prior to SSgA, Mr. Holland served as Senior Vice President and Director of Short Term Strategies for Mitchell Hutchins Asset Management in New York.

A 30-plus year veteran of the investment management industry, Mr. Holland has also held senior level positions at Lehman Brothers, CS First Boston and Goldman Sachs. Mr. Holland was a founding member of the institutional investment management firm Undiscovered Managers, LLC and is the immediate Past-President of the San Francisco Treasury Management Association. Mr. Holland is also a member of the Money Market Fund Advisory Council and Money Market Working Group at the Investment Company Institute.

Mr. Holland earned a Bachelor of Science in Business Administration with concentrations in Economics and Marketing from the Plattsburgh School of Business and Economics. He holds Series 7, 24 and 63 licenses.