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For Journalists


If you’re a journalist working on a story about financial services, our Corporate Public Relations team is ready to help.

Online Resources

  • Bios: Fact-check names and titles for Schwab executive management.
  • Experts: Learn more about our subject matter experts.
  • Fact Sheets: Get at-a-glance info about Schwab.
  • Financials: Access our latest financial reports and SEC filings.
  • Photos: Download images approved for editorial use, including from this year's IMPACT conference.
  • Research: Find interesting data points for your next article.
  • Story Ideas: Follow our Schwab Talk blog for interesting stories – and story ideas.

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


Anita Fox

Retail brokerage, including branches

Mike Cianfrocca

Retirement plans, including 401(k)

Mike Peterson

Social media

Lindsay Tiles















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.

More About Schwab

Additional Schwab Sites

Corporate Public Relations

211 Main Street
San Francisco, CA 94105

Media Hotline: (888) 767-5432