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

Advisor Services, Registered Investment Advisors (RIAs)

  • Advisor Services Technology

    Alison Dooher

    Managing Director, Digital Advisor Solutions

    View Alison's bio
  • Family Office

    Sam Kang

    Head of Family Office and the Premier Wealth Group, Schwab Advisor Services™ 

    View Sam's bio
  • Strategy Integration, Client Experience

    Jalina Kerr

    Managing Director, Advisor Services

    View Jalina's bio
  • Growth-Focused Solutions for RIAs

    Brad Losson

    Head of Advisor Services Enterprise Solutions

    View Brad's bio
  • Business Consulting and Education

    Lisa Salvi

    Managing Director, Advisor Services

    View Lisa's bio

Market Commentary

  • Fixed Income

    Kathy Jones

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

    View Kathy's bio
  • Economic and Market Insight and Investor Sentiment

    Liz Ann Sonders

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

    View Liz Ann's bio

Personal Finance, Financial Planning, and Wealth Management

  • Retail Investor Trends, Wealth Management

    Jeannie Bidner

    Managing Director, Head of Branch Network

    View Jeannie's bio
  • Retail strategy

    Andrew D’Anna

    Chief Operating Officer, Retail

    View Andrew's bio
  • Wealth Management, Advance Estate Planning, Tax-Efficient Investing, Multigenerational Wealth Transfer

    Susan Hirshman

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

    View Susan's bio
  • Personalized financial advice

    Cindy Scott

    CERTIFIED FINANCIAL PLANNER™ professional, Schwab Intelligent Portfolios Premium®

    View Cindy's bio
  • Financial Planning, Income Planning, and Wealth Management

    Rob Williams

    Managing Director, Financial Planning, Schwab Center for Financial Research

    View Rob's bio

Schwab Asset Management

  • Passive Equity and Multi-Asset Strategies

    Omar Aguilar

    Chief Executive Officer and Chief Investment Officer, Schwab Asset Management®

    View Omar's bio
  • Mutual Funds, ETFs, and Separately Managed Account Strategies

    David Botset

    Managing Director and Head of Innovation and Stewardship, Schwab Asset Management®

    View David's bio

Trading

  • Trader Education

    Lorraine Gavican-Kerr

    Managing Director, Trader Education

    View Lorraine's bio
  • Trader Education, Schwab Trading Activity Index™, Trader Sentiment

    Joe Mazzola

    Director, Trading Services

    View Joe's bio
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