Experts

Schwab experts speak to a wide range of issues, from current economic and market conditions to investing strategies and personal finance. Journalists may e-mail the PR contact below to schedule media interviews.

 

Bernie Clark

Independent Advisors

Media Contact: Alison Wertheim

Greg Forsythe

Stock Evaluation

Media Contact: David Weiskopf

Randy Frederick

Trading & Derivatives

Media Contact: David Weiskopf


Michael Iachini

Investment Research

Media Contact: Lara Edge

Rene Kim

Retirement & Cash Products

Media Contact: Matt Hurwitz

Dean Kohmann

401(k) Plan Trends

Media contact: Mike Cianfrocca


Jeff Mortimer

Schwab Mutual Funds

Media Contact: David Weiskopf

Bryan Olson

Portfolio Consulting

Media Contact: Lara Edge

Jim Peterson

Mutual Fund Investing

Media Contact: David Weiskopf


Mark Riepe

Portfolio Management & Investing Strategies

Media Contact: David Weiskopf

Carrie Schwab-Pomerantz

Family Finance, Education & Corporate Philanthropy

Media contact: Sarah Bulgatz

Liz Ann Sonders

Economic and Market Insight & Investor Sentiment

Media contact: David Weiskopf


Brad Sorensen

Market Sectors

Media Contact: Lara Edge

Rande Spiegelman

Financial Planning

Media Contact: Lara Edge

Kim Wright-Violich

Investor Philanthropy

Media Contact: Lara Edge