Our experts help clients make informed decisions by speaking on a wide variety of issues
Schwab Experts
-
Passive Equity and Multi-Asset StrategiesOmar Aguilar
Chief Executive Officer and Chief Investment Officer of Schwab Asset Management
-
Sales and Relationship ManagementJon Beatty
Chief Operating Officer, Advisor Services
-
Family OfficeEddie Brown
National Managing Director and Head of Schwab Advisor Family Office
-
Retail investor trendsAndrew D’Anna
Managing Director, Retail Client Experience
-
Advisor Services TechnologyAlison Dooher
Managing Director, Digital Advisor Solutions
-
Trading and DerivativesRandy Frederick
Managing Director, Schwab Center for Financial Research
-
Wealth Management, Advance Estate Planning, Tax-Efficient Investing, Multigenerational Wealth TransferSusan Hirshman
Director, Wealth Management, Schwab Wealth Advisory, Schwab Center for Financial Research
-
Fixed IncomeKathy Jones
Managing Director and Chief Fixed Income Strategist, Schwab Center for Financial Research
-
Strategy Integration, Client ExperienceJalina Kerr
Managing Director, Advisor Services
-
International Markets, Trends, and EventsJeffrey Kleintop
Managing Director and Chief Global Investment Strategist, Charles Schwab & Co., Inc.
-
Active Equity StrategiesBill McMahon
Managing Director and Chief Investment Officer, Active Equity Strategies
-
Business DevelopmentTim Oden
Senior Managing Director, Advisor Services
-
Personalized financial adviceAmy Richardson
CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®
-
Digital ServicesAndrew Salesky
Managing Director, Chief Digital Officer
-
Business Consulting and EducationLisa Salvi
Managing Director, Advisor Services
-
Family Finance, Education, and Corporate PhilanthropyCarrie Schwab-Pomerantz
Director, The Charles Schwab Corporation; Board Chair and President, Charles Schwab Foundation; Managing Director, Charles Schwab & Co., Inc. and Board Chair, Schwab Charitable
-
Personalized financial adviceCindy Scott
CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®
-
ESG StrategyMalik Sievers
Director and Head of ESG Strategy
-
Economic and Market Insight and Investor SentimentLiz Ann Sonders
Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.
-
Fixed Income StrategiesBrett Wander
Managing Director and Chief Investment Officer, Fixed Income Strategies
-
Financial Planning, Income Planning, and Wealth ManagementRob Williams
Managing Director, Financial Planning, Charles Schwab
TD Ameritrade Experts
-
RIA Trends and StrategyJohn Tovar
Managing Director, Wealth Management Services
-
Investor EducationLorraine Gavican-Kerr
Managing Director, Investor Education