Our experts help clients make informed decisions by speaking on a wide variety of issues

Schwab Experts

  • Passive Equity and Multi-Asset Strategies

    Omar Aguilar

    Omar Aguilar

    Chief Executive Officer and Chief Investment Officer of Schwab Asset Management

  • Sales and Relationship Management

    Jon Beatty

    Jonathan Beatty

    Chief Operating Officer, Advisor Services

  • Family Office

    Eddie Brown

    Eddie Brown

    National Managing Director and Head of Schwab Advisor Family Office

  • Retail investor trends

    Andrew D’Anna

    Managing Director, Retail Client Experience

  • Advisor Services Technology

    Alison Dooher

    Managing Director, Digital Advisor Solutions

  • Trading and Derivatives

    Randy Frederick

    Randy Frederick

    Managing Director, Schwab Center for Financial Research

  • Workplace Financial Services

    Catherine Golladay

    Catherine Golladay, head of Schwab Retirement Plan Services

    Managing Director, Head of Workplace Financial Services

  • Wealth Management, Advance Estate Planning, Tax-Efficient Investing, Multigenerational Wealth Transfer

    Susan Hirshman

    Director, Wealth Management, Schwab Wealth Advisory, Schwab Center for Financial Research

  • Fixed Income

    Kathy Jones

    Kathy Jones

    Managing Director and Chief Fixed Income Strategist, Schwab Center for Financial Research

  • Strategy Integration, Client Experience

    Jalina Kerr

    Jalina Kerr

    Managing Director, Advisor Services

  • International Markets, Trends, and Events

    Jeffrey Kleintop

    Managing Director and Chief Global Investment Strategist, Charles Schwab & Co., Inc.

  • Active Equity Strategies

    Bill McMahon

    Bill McMahon

    Managing Director and Chief Investment Officer, Active Equity Strategies

  • Business Development

    Tim Oden

    Senior Managing Director, Advisor Services

  • Personalized financial advice

    Amy Richardson

    CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®

  • Digital Services

    Andrew Salesky

    Managing Director, Chief Digital Officer

  • Business Consulting and Education

    Lisa Salvi

    Lisa Salvi

    Managing Director, Advisor Services

  • Family Finance, Education, and Corporate Philanthropy

    Carrie Schwab-Pomerantz

    Carrie Schwab-Pomerantz

    Board Chair and President, Charles Schwab Foundation, Managing Director, Charles Schwab & Co., Inc. and Board Chair, Schwab Charitable

  • ESG Strategy

    Malik Sievers

    Director and Head of ESG Strategy

  • Economic and Market Insight and Investor Sentiment

    Liz Ann Sonders

    Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.

  • Fixed Income Strategies

    Brett Wander

    Brett Wander

    Managing Director and Chief Investment Officer, Fixed Income Strategies

  • Financial Planning, Income Planning, and Wealth Management

    Rob Williams

    Rob Williams

    Managing Director, Financial Planning, Schwab Center for Financial Research

TD Ameritrade Experts

  • RIA Trends and Strategy

    John Tovar

    Managing Director, Wealth Management Services

  • Investor Education

    Lorraine Gavican-Kerr

    Managing Director, Investor Education