Profiel
Mr. Selden S.
Frisbee is a Principal at Diversified Trust Co. He serves as a member of the Private Equity team where he conducts manager due diligence, oversight, and reporting.
He also oversees investment analytics for the private equity funds.
Previously, he served as a key member of the firm's operations and client services strategy team.
Prior to joining Diversified Trust, Mr. Frisbee was a Managing Director of Corporate Strategy at Charles Schwab overseeing strategy and corporate development initiatives for the Advisor Services division.
During his tenure at Schwab, he served as the strategy lead for Schwab’s purchase of Windhaven Investments, and the sale of US Trust to Bank of America.
His background also includes roles within retail brokerage at Merrill Lynch, internal sales at Fisher Investments, and business and technology consulting at Accenture.
Mr. Frisbee received his Bachelor of Science in Business Administration at The University of Montana, and a Master of Business Administration in Finance and Entrepreneurship at Vanderbilt University Owen Graduate School of Management.
Eerdere bekende functies van Selden S. Frisbee
Bedrijven | Functie | Einde |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Corporate Officer/Principal | - |
Opleiding van Selden S. Frisbee
Vanderbilt University | Masters Business Admin |
The University of Montana | Undergraduate Degree |
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Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |