Stephen McCulloch, CFA
Associate Portfolio Manager, Taxable Bond Strategies
Stephen McCulloch is an Associate Portfolio Manager supporting the Wasmer Schroeder taxable bond strategies for Schwab Asset Management.
Prior to this role, Mr. McCulloch was an analyst on the Investment Manager Research Team where he supported all aspects of the oversight process for external managers in equity and fixed income. He also worked as an equity trade operations associate for Schwab Asset Management providing support to portfolio managers and traders related to daily trade processing and settlements. Mr. McCulloch joined Schwab in 2010, where he served as a banking service and brokerage representative.
Mr. McCulloch earned a Master of Science in finance from the University of Denver and a Bachelor of Arts in economics from Colorado State University. He is a CFA® charterholder.