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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Growth-Focused Solutions for RIAsBrad Losson
Head of Advisor Services Enterprise Solutions
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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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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 Investor Trends, Wealth ManagementJeannie Bidner
Managing Director, Head of Branch Network
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Retail strategyAndrew D’Anna
Chief Operating Officer, Retail
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Wealth Management, Financial Planning, and Retirement Income PlanningRob Williams
Managing Director, Head of Wealth Management Research, Charles Schwab
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, Head of Strategy, Innovation and Stewardship
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
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