AeroLeads people directory · profile
Stephen Mcculloch, Cfa Email & Phone Number
Portfolio Manager
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Denver, Colorado, United States
Company size
Who is Stephen Mcculloch, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Mcculloch, Cfa is listed as Portfolio Manager at Charles Schwab, a company with 33019 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Stephen Mcculloch, Cfa.
Stephen Mcculloch, Cfa previously worked as Portfolio Manager, Taxable Fixed Income at Charles Schwab and Associate Portfolio Manager, Taxable Fixed Income at Charles Schwab. Stephen Mcculloch, Cfa holds Master Of Science In Applied Quantitative Finance (Msaqf) from University Of Denver - Daniels College Of Business.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Stephen Mcculloch, Cfa's masked contact details.
*@schwab.com
71% confidence
AeroLeads found 1 current-domain work email signal for Stephen Mcculloch, Cfa. Compare company email patterns before reaching out.
Profile bio
About Stephen Mcculloch, Cfa
As a Portfolio Manager at Wasmer Schroeder Strategies, a division of Charles Schwab Investment Management, Inc., I leverage my CFA credential and 14 years of investment experience to deliver high-quality fixed income portfolios to clients and advisors.I have a strong background in investment manager research, with a focus on equities and fixed income strategies. I have contributed to the evaluation, selection, and monitoring of over 100 external managers across various asset classes and styles. I have also supported the development and implementation of asset allocation models, portfolio construction tools, and investment recommendations for Schwab's funds and SMA's.
Listed skills include Investments, Equities, Mutual Funds, Fixed Income, and 14 others.
Current workplace
Stephen Mcculloch, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
7 roles
Stephen Mcculloch, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager, Taxable Fixed Income
Current
Sep 2024 - Present
Associate Portfolio Manager, Taxable Fixed Income
Nov 2020 - Aug 2024
Analyst, Investment Manager Research
Sep 2018 - Nov 2020
Associate Analyst, Investment Manager Research
Apr 2015 - Sep 2018
Investment Operations Associate
Jul 2013 - Mar 2015
Customer Service/Registered Representative
Sep 2010 - Jun 2013
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
SS
Sam Shoultz
Colleague at Charles Schwab
Tempe, Arizona, United States, United States
View →
MP
Matthew Pate, Mba, Csm
Colleague at Charles Schwab
Austin, Texas, United States, United States
View →
JR
Jim Reimert
Colleague at Charles Schwab
Sorrento, Florida, United States, United States
View →
CH
Christian Holloway
Colleague at Charles Schwab
United States, United States
View →
SM
Susan Mcmahon
Colleague at Charles Schwab
Deland, Florida, United States, United States
View →
DH
David Ho
Colleague at Charles Schwab
San Francisco, California, United States, United States
View →
AA
Aaron Abbott
Colleague at Charles Schwab
Cleburne, Texas, United States, United States
View →
EW
Evan Williams, Cfp®
Colleague at Charles Schwab
Indianapolis, Indiana, United States, United States
View →
JC
Jae Chung
Colleague at Charles Schwab
Livingston, New Jersey, United States, United States
View →
KS
Kevin Sebastian
Colleague at Charles Schwab
Mesa, Arizona, United States, United States
View →
Sam Shoultz
Colleague at Charles Schwab
Tempe, Arizona, United States, United States
View →
MP
Matthew Pate, Mba, Csm
Colleague at Charles Schwab
Austin, Texas, United States, United States
View →
JR
Jim Reimert
Colleague at Charles Schwab
Sorrento, Florida, United States, United States
View →
CH
Christian Holloway
Colleague at Charles Schwab
United States, United States
View →
SM
Susan Mcmahon
Colleague at Charles Schwab
Deland, Florida, United States, United States
View →
DH
David Ho
Colleague at Charles Schwab
San Francisco, California, United States, United States
View →
AA
Aaron Abbott
Colleague at Charles Schwab
Cleburne, Texas, United States, United States
View →
EW
Evan Williams, Cfp®
Colleague at Charles Schwab
Indianapolis, Indiana, United States, United States
View →
JC
Jae Chung
Colleague at Charles Schwab
Livingston, New Jersey, United States, United States
View →
KS
Kevin Sebastian
Colleague at Charles Schwab
Mesa, Arizona, United States, United States
View →
2 education records
Stephen Mcculloch, Cfa education
Master Of Science In Applied Quantitative Finance (Msaqf)
University Of Denver - Daniels College Of Business
Bachelor Of Arts, Economics
Colorado State University
FAQ
Frequently asked questions about Stephen Mcculloch, Cfa
Quick answers generated from the profile data available on this page.
What company does Stephen Mcculloch, Cfa work for?
Stephen Mcculloch, Cfa works for Charles Schwab.
What is Stephen Mcculloch, Cfa's role at Charles Schwab?
Stephen Mcculloch, Cfa is listed as Portfolio Manager at Charles Schwab.
What is Stephen Mcculloch, Cfa's email address?
AeroLeads has found 1 work email signal at @schwab.com for Stephen Mcculloch, Cfa at Charles Schwab.
Where is Stephen Mcculloch, Cfa based?
Stephen Mcculloch, Cfa is based in Denver, Colorado, United States while working with Charles Schwab.
What companies has Stephen Mcculloch, Cfa worked for?
Stephen Mcculloch, Cfa has worked for Charles Schwab.
Who are Stephen Mcculloch, Cfa's colleagues at Charles Schwab?
Stephen Mcculloch, Cfa's colleagues at Charles Schwab include Sam Shoultz, Matthew Pate, Mba, Csm, Jim Reimert, Christian Holloway, and Susan Mcmahon.
How can I contact Stephen Mcculloch, Cfa?
You can use AeroLeads to view verified contact signals for Stephen Mcculloch, Cfa at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Stephen Mcculloch, Cfa attend?
Stephen Mcculloch, Cfa holds Master Of Science In Applied Quantitative Finance (Msaqf) from University Of Denver - Daniels College Of Business.
What skills is Stephen Mcculloch, Cfa known for?
Stephen Mcculloch, Cfa is listed with skills including Investments, Equities, Mutual Funds, Fixed Income, Portfolio Management, Skilled Multi Tasker, Free Cash Flow, and Fundamental Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial