Senior Portfolio Manager, Head of Wasmer Municipal Bond Strategies
Charles Schwab Investment Management, Inc.
Jason Diefenthaler is a Senior Portfolio Manager and the Head of Wasmer Municipal Bond Strategies supporting the Wasmer Schroeder Strategies at Charles Schwab Investment Management, Inc. (CSIM).
Prior to acquisition by CSIM in July 2020, Mr. Diefenthaler was the director of tax-exempt portfolio management at Wasmer Schroeder (WS). He oversaw all tax-exempt strategies and the management of the Wasmer Schroeder High Yield Municipal Fund (WSHYX). Mr. Diefenthaler was a member of the firm’s Executive, Portfolio Management, Credit, Investment, Risk Management, Compliance, Global Investment Performance Standards (GIPS), and High Yield Committees.
Mr. Diefenthaler began his career with WS in 2000. He was a credit analyst for taxable and tax-exempt strategies before becoming a portfolio manager.
Mr. Diefenthaler earned a Bachelor of Science in finance from Florida State University.
A member of the Southern Municipal Finance Society, the National Federation of Municipal Analysts, the Finance Committee of the United Way of Collier County, and the Leadership Collier Foundation Alumni Association™, Mr. Diefenthaler is also on the Board of Directors of the Naples Therapeutic Riding Center. Mr. Diefenthaler is a lifelong resident of Naples and has family ties to the area that date back to the 1950s. In quieter moments, he enjoys fishing, boating, traveling, gardening, and spending time with family.