Our experts help clients make informed decisions by speaking on a wide variety of issues
Schwab Experts
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Passive Equity and Multi-Asset StrategiesOmar Aguilar
Chief Executive Officer and Chief Investment Officer of Schwab Asset Management
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Sales and Relationship ManagementJon Beatty
Chief Operating Officer, Advisor Services
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Family OfficeEddie Brown
National Managing Director and Head of Schwab Advisor Family Office
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Retail investor trendsAndrew D’Anna
Managing Director, Retail Client Experience
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Advisor Services TechnologyAlison Dooher
Managing Director, Digital Advisor Solutions
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Trading and DerivativesRandy Frederick
Managing Director, Schwab Center for Financial Research
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Trader EducationLorraine Gavican-Kerr
Managing Director, Trader Education
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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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Fixed IncomeKathy Jones
Managing Director and Chief Fixed Income Strategist, Schwab Center for Financial Research
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Strategy Integration, Client ExperienceJalina Kerr
Managing Director, Advisor Services
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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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Active Equity StrategiesBill McMahon
Managing Director and Chief Investment Officer, Active Equity Strategies
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Business DevelopmentTim Oden
Senior Managing Director, Advisor Services
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Business Consulting and EducationLisa Salvi
Managing Director, Advisor Services
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Personalized financial adviceCindy Scott
CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®
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ESG StrategyMalik Sievers
Director and Head of ESG Strategy
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Economic and Market Insight and Investor SentimentLiz Ann Sonders
Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.
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RIA Trends and StrategyJohn Tovar
Managing Director, Wealth Management Services
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Digital Advice, Client ExperienceKristina Turczyn
Managing Director, Digital Advice and Wealth Solutions
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Fixed Income StrategiesBrett Wander
Managing Director and Chief Investment Officer, Fixed Income Strategies
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Financial Planning, Income Planning, and Wealth ManagementRob Williams
Managing Director, Financial Planning, Charles Schwab