Our experts help clients make informed decisions by speaking on a wide variety of issues
Advisor Services, Registered Investment Advisors (RIAs)
Wealth Services and Platforms
Alison Dooher
Head of Wealth Services and Platforms, Schwab Advisor Services™
Family Office
Sam Kang
Head of Family Office and the Premier Wealth Group, Schwab Advisor Services™
Strategy Integration, Client Experience
Jalina Kerr
Managing Director, Advisor Services
Sales and Relationship Management
Brad Losson
Head of Sales & Relationship Management
Business Consulting and Education
Lisa Salvi
Managing Director, Advisor Services
Digital Assets
Digital Assets & Cryptocurrency
Joe Vietri
Managing Director, Head of Digital Assets
Market Commentary
Economic and Market Insight and Investor Sentiment
Liz Ann Sonders
Managing Director and Chief Investment Strategist, Charles Schwab & Co., Inc.
Personal Finance, Financial Planning, and Wealth Management
Retail Investor Trends, Wealth Management
Jeannie Bidner
Managing Director, Head of Branch Network
Schwab Asset Management,
Passive Equity and Multi-Asset Strategies
Omar Aguilar
Chief Executive Officer and Chief Investment Officer, Schwab Asset Management®
Mutual Funds, ETFs, and Separately Managed Account Strategies
David Botset
Managing Director, Head of Strategy, Innovation and Stewardship
Trading
Trader Education
Lorraine Gavican-Kerr
Managing Director, Trader Education
Trader Education, Schwab Trading Activity Index™, Trader Sentiment
Joe Mazzola
Director, Trading Services
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