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Journalists may call the Media Hotline: 415-636-5454 or e-mail the PR contact below to schedule media interviews with Schwab experts. News topics include:
Schwab experts are also available for media interviews in more than 30 major U.S. markets. Contact Lara Edge or Matt Hurwitz.
Economic & Market Trends
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Financial Products
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Banking; credit cards |
Richard Musci, Vice President, Charles Schwab Bank |
Matt Hurwitz |
| Cash products |
Rene Kim, Senior Vice President, Schwab Investor Services |
Sarah Bulgatz |
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Exchange-traded funds |
Michael Iachini, Director, Schwab Center for Financial Research |
Lara Edge |
| Fixed-income trading |
Jim White, Senior Vice President, Fixed Income Trading |
Lara Edge |
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Insurance and annuities |
Tina Perrino-Valenzuela, Vice President, Insurance Services |
Lara Edge |
| Mortgages; home loans |
Richard Musci, Vice President, Charles Schwab Bank |
Matt Hurwitz |
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Options and derivatives |
Randy Frederick, Director, Derivatives |
Sondra Harris |
| Schwab equity mutual funds |
Jeff Mortimer, Chief Investment Officer; Vivienne Hsu, Senior Portfolio Manager; Paul Davis, Portfolio Manager; Caroline Lee, Managing Director and Portfolio Manager; and Larry Mano, Senior Portfolio Manager, all of Charles Schwab Investment Management |
Sondra Harris |
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Schwab fixed-income mutual funds |
Matt Hastings, Managing Director, Charles Schwab Investment Management |
Sondra Harris |
| Self-directed brokerage accounts |
Robert Jesch, Director, Corporate & Retirement Services |
Lindsay Tiles |
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Separately managed accounts |
John Morris, Senior Vice President, Asset Management Products & Services |
Lindsay Tiles |
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Financial Advice
| Advice services;and Schwab mutual fund wrap products |
Greg Maged, Vice President, Schwab Investor Services |
Sondra Harris |
| Local markets |
Branch managers and financial consultants are available for media interviews in more than 30 major U.S. markets. |
Lara Edge |
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Personal financial planning |
Rande Spiegelman, Vice President of Financial Planning, Schwab Center for Financial Research |
Lara Edge |
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Independent Advisors
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International Investing
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Investing Strategies
| Active traders |
Joe Vietri, Vice President |
Sondra Harris |
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Family finance and education |
Carrie Schwab Pomerantz, Chief Strategist, Consumer Education |
Sarah Bulgatz |
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Gen X; young investors |
Robert O'Neill, Senior Vice President, Investor Development |
Matt Hurwitz
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Mutual fund investing and wrap accounts |
Jim Peterson, Vice President, Schwab Center for Financial Research |
Lara Edge |
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Portfolio management |
Mark Riepe, Senior Vice President, Schwab Center for Financial Research |
Lara Edge |
| Real estate |
Jim Sempere, Managing Director and head of Real Estate Investment and Research; Dionisio Meneses, Managing Director and Portfolio Manager; and David Siopack, Managing Director and Portfolio Manager, all of Charles Schwab Investment Management |
Sondra Harris
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| Investing strategies |
Bryan Olson, Vice President, Schwab Center for Financial Research |
Lara Edge |
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Retirement
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401(k) plans; workplace investing |
Jim McCool, Executive Vice President, Corporate & Retirement Services |
Lindsay Tiles |
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| Participant education |
Catherine Miller, Vice President of 401(k) Education |
Mike Cianfrocca |
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Plan sponsor trends |
Dean Kohmann, Vice President of 401(k) Plan Services |
Mike Cianfrocca |
| Retirement strategies |
Robert O'Neill, Senior Vice President, Investor Development |
Matt Hurwitz |
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Small business
retirement planning |
Rene Kim, Senior Vice President, Schwab Investor Services |
Matt Hurwitz
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| Target-date funds |
John Sturiale, Managing Director, Schwab Investment Management Services |
Mike Cianfrocca |
| Third-party administrators |
Mark Coffrini, Senior Vice President, Corporate & Retirement Services |
Mike Cianfrocca |
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Social Responsibility
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