Experts and Leadership

Schwab experts speak to a wide range of issues, from current economic and market conditions to investing strategies and personal finance. To schedule media interviews, please contact the PR representative listed for each expert on their bio page.

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Schwab-sponsored research provides insight on investor trends, consumer finance, independent investment advisors, retirement, and other timely issues.

Company Statements

The following statements have been issued by The Charles Schwab Corporation to respond to issues or topics of interest.

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IMPACT 2015 will take place November 10-13 at the Boston Convention & Exhibition Center. For more information, follow @Schwab4RIAS or #SchwabIMPACT, or visit

Press Releases: Read the latest news from IMPACT.

Photos: Photos will be available during the event. Please check back regularly.

Bios: Bernie Clark, Executive Vice President and Head of Schwab Advisor Services; Jon Beatty, Senior Vice President, Sales and Relationship Management, Advisor Services; Nick Georgis, Vice President, Business Consulting and Field Experience, Advisor Services; Neesha Hathi, Senior Vice President, Advisor Services Technology Solutions; and Tim Oden, Senior Managing Director-Business Development, Advisor Services


Schwab Intelligent Portfolios™

Schwab Intelligent Portfolios™ is a fully automated investment advisory service that uses sophisticated computer algorithms and the insights of Charles Schwab Investment Advisory to build, monitor and rebalance diversified low-cost portfolios based on an investor’s stated goals, time horizon and risk tolerance all without charging any advisory fees, commissions or account services fees.


Press Release: Read the launch announcement

Photos and Graphics: Download headshots, screenshots and animated GIFs approved for editorial use

Bios: Naureen Hassan, Executive Vice President and head of Schwab Intelligent Portfolios; and Tobin McDaniel, President of Schwab Wealth Investment Advisory Inc., the sponsor of Schwab Intelligent Portfolios


The Charles Schwab Corporation

Charles Schwab serves millions of individual investors who invest on their own, through a workplace retirement plan, or with the help of an independent financial advisor.

View corporate fact sheet

Financials: Access our latest financial reports and SEC filings
Photos: Download images approved for editorial use
Social Media: View our social media channels

Media Contacts

Call our Media Hotline at (888) 767-5432 or click on the name of the appropriate PR contact below to send an e-mail request.

News Topics

PR Contact

Active traders

Erin Montgomery


Mike Peterson

Community services

Sarah Bulgatz

Financial education and literacy

Sarah Bulgatz

Investment products

Alison Wertheim

Market commentary

Mike Cianfrocca

Portfolio management

Mike Cianfrocca

Privacy and security

Sarah Bulgatz


Rob Farmer

Retail brokerage, including branches

Mike Cianfrocca

Retirement plans, including 401(k)

Mike Peterson

Social media

Lindsay Tiles

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or based on any individual's status in any group or class protected by applicable federal, state or local law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans.