Our experts help clients make informed decisions by speaking on a wide variety of issues
Advisor Services, Registered Investment Advisors (RIAs)
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Advisor Services TechnologyAlison Dooher
Managing Director, Digital Advisor Solutions
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Family OfficeSam Kang
Head of Family Office and the Premier Wealth Group, Schwab Advisor Services™
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Strategy Integration, Client ExperienceJalina Kerr
Managing Director, Advisor Services
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Business Consulting and EducationLisa Salvi
Managing Director, Advisor Services
Market Commentary
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Fixed IncomeKathy Jones
Managing Director and Chief Fixed Income Strategist, Schwab Center for Financial Research
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International Markets, Trends, and EventsJeffrey Kleintop
Managing Director and Chief Global Investment Strategist, Charles Schwab & Co., Inc.
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Economic and Market Insight and Investor SentimentLiz Ann Sonders
Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.
Personal Finance, Financial Planning, and Wealth Management
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Retail strategyAndrew D’Anna
Chief Operating Officer, Retail
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Wealth Management, Advance Estate Planning, Tax-Efficient Investing, Multigenerational Wealth TransferSusan Hirshman
Director, Wealth Management, Schwab Wealth Advisory, Schwab Center for Financial Research
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Personalized financial adviceCindy Scott
CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®
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Financial Planning, Income Planning, and Wealth ManagementRob Williams
Managing Director, Financial Planning, Schwab Center for Financial Research
Schwab Asset Management
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Passive Equity and Multi-Asset StrategiesOmar Aguilar
Chief Executive Officer and Chief Investment Officer, Schwab Asset Management®
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Mutual Funds, ETFs, and Separately Managed Account StrategiesDavid Botset
Managing Director and Head of Innovation and Stewardship, Schwab Asset Management®
Trading
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Trader EducationLorraine Gavican-Kerr
Managing Director, Trader Education
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Trader Education, Schwab Trading Activity Index™, Trader SentimentJoe Mazzola
Director, Trading Services