Alphabetical Index

Biographies for Schwab experts and executives are linked in alphabetical order or may be viewed by area of expertise. Editors and reporters interested in an interview should call Schwab Corporate Public Relations at 415-636-5454, or e-mail the PR contact below.

 

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Schwab Executive

PR Contact

Jay L. Allen, Executive Vice President, Human Resources Greg Gable

Walter W. Bettinger II, President and Chief Operating Officer

Greg Gable

Benjamin L. Brigeman, Executive Vice President, Schwab Investor Services

Greg Gable

Christopher Burdick, Director of Sector Analysis, Schwab Center for

Financial Research

Lara Edge

John S. Clendening, Executive Vice President, Solution Services

Greg Gable

Mark Coffrini, Senior Vice President, Corporate & Retirement Services

Mike Cianfrocca
Paul Davis, Portfolio Manager, Charles Schwab Investment Management Sondra Harris

Dave DeVoe, Director, Schwab Institutional

Alison Wertheim

Carrie E. Dwyer, Executive Vice President, Corporate Oversight and General Counsel

Greg Gable
Greg Forsythe, Senior Vice President, Schwab Equity Ratings® Sondra Harris

Randy Frederick, Director, Derivatives

Lindsay Tiles
Charles G. Goldman, Executive Vice President, Schwab Institutional Alison Wertheim

Barnaby Grist, Managing Director, Schwab Institutional

Lindsay Tiles
Matt Hastings, Managing Director, Charles Schwab Investment Management Sondra Harris

Jan Hier-King, Executive Vice President and Chief Information Officer

Greg Gable
Vivienne Hsu, Senior Portfolio Manager, Charles Schwab Investment Management Sondra Harris
Lisa K. Hunt, Executive Vice President, Schwab Investor Development Greg Gable

Michael Iachini, Senior Research Analyst, Schwab Center for Financial Research

Lara Edge

Robert Jesch, Director, Corporate & Retirement Services

Lindsay Tiles

David Kastner, Director, Schwab Center for Financial Research

Lara Edge

Rene Kim, Senior Vice President, Schwab Investor Services

Matt Hurwitz

Dean Kohmann, Vice President, Corporate & Retirement Services

Mike Cianfrocca

Vincent LaMacchia, Manager, Global Investing Services

Lara Edge

Caroline Lee, Managing Director and Portfolio Manager, Charles Schwab

Investment Management

Sondra Harris
Greg Maged, Vice President, Schwab Investor Services Sondra Harris

Larry Mano, Senior Portfolio Manager, Charles Schwab Investment Management

Sondra Harris
Joseph R. Martinetto, Executive Vice President and Chief Financial Officer Greg Gable
James D. McCool, Executive Vice President, Corporate & Retirement Services Lindsay Tiles
Randall W. Merk, Executive Vice President, Investment Management Sondra Harris

Dionisio Meneses, Managing Director and Portfolio Manager, Charles Schwab

Investment Management

Sondra Harris
Catherine Miller, Vice President of 401(k) Education Mike Cianfrocca

John Morris, Senior Vice President, Asset Management Products & Services

Lindsay Tiles

Jeff Mortimer, Chief Investment Officer, Charles Schwab Investment

Management

Sondra Harris

Richard Musci, Vice President, Charles Schwab Bank

Matt Hurwitz

Bryan Olson, Vice President, Schwab Center for Financial Research

Lara Edge
Robert O'Neill, Senior Vice President, Investor Development Matt Hurwitz
Tina Perrino-Valenzuela, Vice President, Insurance Services Lara Edge

Jim Peterson, Vice President, Schwab Center for Financial Research

Lara Edge
Mark Riepe, Senior Vice President, Schwab Center for Financial Research Lara Edge

Jeff Ryan, Senior Equity Researcher, Schwab Equity Ratings®

Sondra Harris
Rebecca Saeger, Executive Vice President and Chief Marketing Officer Greg Gable

Kully Samra, Branch Manager-International

Matt Hurwitz

Carrie Schwab Pomerantz, Chief Strategist, Consumer Education, and

President, Charles Schwab Foundation

Sarah Bulgatz

Charles R. Schwab,  Founder, Chairman of the Board and

Chief Executive Officer

Greg Gable

Jim Sempere, Managing Director and head of Real Estate Investment and

Research, Charles Schwab Investment Management

Sondra Harris

David Siopack, Managing Director and Portfolio Manager, Charles Schwab

Investment Management

Sondra Harris

Dan Skiles, Vice President, Schwab Institutional

Lindsay Tiles
Maurisa Sommerfield, Executive Vice President, Operational Services Greg Gable
Liz Ann Sonders, Chief Investment Strategist Sondra Harris

Brad Sorensen, Director of Sector Analysis, Schwab Center for Financial Research

Lara Edge

Rande Spiegelman, Vice President of Financial Planning, Schwab Center

for Financial Research

Lara Edge
John Sturiale, Managing Director, Schwab Investment Management Services Mike Cianfrocca

James Sun, Managing Director, International

Matt Hurwitz

Joe Vietri, Vice President, Active Trading & Investing Services

Sondra Harris

Dave Welling, Vice President, Schwab Institutional

Mike Cianfrocca

Jim White, Senior Vice President, Fixed Income Trading

Lara Edge
Michael Wiggins, Director-Latin America Caribbean Matt Hurwitz

Kim Wright-Violich, President, Schwab Charitable

Lara Edge

 

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