Schwab's experts are published throughout Charles Schwab & Co., Inc. on Schwab.com/marketinsight, in the Schwab Investing Insights® newsletters, in On Investing magazine, in respected business and academic journals and regularly cited by the media on investing issues. With timely analysis focused on what matters for investors, Schwab's insightful perspective and practical advice help clients make better investment decisions.
CFA, Vice President, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research
Burda conducts ongoing research and provides idea generation to enhance the existing systematic products to reflect the growth in research knowledge. His mandate is to build quantitative research capabilities and to improve research department efficiency. Burda is also charged with providing product development leadership and packaging of disciplined research insights.
CFA, Director, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research
Dugar conducts ongoing research and provides idea generation to develop new quantitative products or enhance existing products to reflect growth in research knowledge. His mandate is to build quantitative research capabilities, leverage existing knowledge and products into other areas and improve research department efficiency. Dugar is also responsible for new product development and related research insights.
CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research
Forsythe heads the equity research team that created Schwab Equity Ratings, the basis for Schwab's proprietary advice on the investment merits of individual stocks. Forsythe co-founded Chicago Investment Analytics, Inc. (CIA) and was director of research and product development. Before founding CIA, he was a vice president at Zacks Investment Research, Inc. He has a bachelor's degree from Purdue University and a master's in finance from the University of Chicago. Forsythe is a Chartered Financial Analyst charterholder, co-founder and board member of the Chicago Quantitative Alliance and an associate editor of The Journal of Behavioral Finance.
Director of Trading and Derivatives, Schwab Center for Financial Research
Frederick is Director of Trading and Derivatives at the Schwab Center for Financial Research. He is one of the chief architects of Schwab's option trading platforms and analytics tools. While he focuses primarily on public relations, client education and product development, he is frequently consulted on matters of business development, operations and risk procedures for Schwab's derivatives business.
CFA, Senior Market Analyst, Schwab Center for Financial Research
Michelle Gibley, CFA, is a senior market analyst for the Schwab Center for Financial Research. As such, Gibley performs ongoing research and analysis on economic and market-moving topics, deciphering the meaning and importance of data and news for clients to use in their investment decisions. She provides writing support for the Schwab Market Perspective, Schwab Market Update and other Schwab publications.
CFA, Senior Research Analyst, Schwab Center for Financial Research
Holt researches international equity and fixed income mutual funds that appear on the Schwab Mutual Fund OneSource Select List®
, as well as funds that are included in Schwab Managed Portfolios™
. Prior to joining Schwab in 2007, Holt worked as a research associate for Windermere Investment Associates, where he researched, selected and monitored long-short equity and global macro hedge fund strategies for Windermere client portfolios.
CFA, CFP®, Director, Investment Manager Research, Schwab Center for Financial Research
In addition to conducting research into mutual fund performance, Iachini covers exchange-traded funds for the Schwab Center for Financial Research and is a member of the team that oversees Schwab Managed Portfolios™.
CFA, Director, Market Analysis Group, Schwab Center for Financial Research
Kastner specializes in international investment strategy and is a contributing author of the "Schwab Market Perspective," as well as periodic articles published on Schwab.com. He is also responsible for the Schwab Center for Financial Research Market Analysis Group, which provides daily and monthly commentary on the markets, and acts as the registered research analyst in charge of Schwab Equity Ratings® review. He is a licensed FINRA General Securities Principal and NYSE Series 16 Supervisory Analyst.
CFA, Senior Vice President, Chief Investment Officer—Equities, Charles Schwab Investment Management, Inc.
Mortimer is the head of Equity Portfolio Management at Charles Schwab Investment Management, Inc. He is responsible for Schwab’s equity index funds and MarketMaster Funds, as well as mutual funds and separate accounts based on Schwab Equity Ratings. Prior to joining CSIM in 1997, Mortimer was chief investment officer at Higgins Associates, Inc., and before that, he was employed by Gannett, Welsh & Kotler, a money management firm in Boston. He earned an M.B.A. with an emphasis in finance from the University of Chicago Graduate School of Business in 1992 and a B.S. from Babson College in 1986. Mortimer is a Chartered Financial Analyst and a member of the Security Analyst Society of San Francisco.
Managing Director—Global Real Estate Forecasting, Charles Schwab Investment Management, Inc.
O'Connor is Managing Director—Global Real Estate Forecasting with Charles Schwab Investment Management, Inc. (CSIM). He has oversight of the Schwab Real Estate Rating models that are extensively utilized in the Schwab Global Real Estate Fund™.
CFA, Vice President, Head of Portfolio Consulting, Charles Schwab & Co., Inc.
Olson's areas of expertise include goal-oriented investing strategies, risk-reduction techniques and portfolio analysis. He leads Schwab's portfolio consulting team consisting of 400-plus financial professionals who partner with clients holding combined assets of more than $40 billion. His team helps clients create all-weather, diversified portfolios to stay on track to achieve their financial goals. Previously, Olson led teams that trained Schwab investment professionals, and he managed the Schwab Center for Financial Research team that produced the Schwab Mutual Fund OneSource Select List®.
Ph.D., Vice President, Investment Manager Research, Schwab Center for Financial Research
Peterson is the portfolio manager for Schwab Managed Portfolios™ and head of the Investment Manager Research department. Prior to joining Schwab in 1998, Peterson was an assistant professor of finance at the University of Notre Dame. He was voted "Outstanding Teacher" in BusinessWeek's "Guide to the Best Business Schools" in 1997 and has been published in several leading academic and professional journals. Peterson received his Ph.D. in finance from Louisiana State University.
CFA, Senior Vice President, Schwab Center for Financial Research
In addition to heading the Schwab Center for Financial Research, Riepe is a regular columnist for the Journal of Financial Planning and author of numerous studies that have appeared in publications such as the Financial Analysts Journal and The Journal of Portfolio Management. His opinions have been quoted in many leading newspapers and industry publications.
CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research
Ryan is responsible for supporting users of Schwab Equity Ratings, serving as the primary contact person for questions about the ratings and their use. Additionally, he manages the development and maintenance of Schwab Equity Rating–related documentation and training materials and conducts client presentations on the Schwab approach to equity research.
Carrie Schwab-Pomerantz, CFP®, President, Charles Schwab Foundation, Senior Vice President, Schwab Community Services, Charles Schwab & Co., Inc.
Carrie Schwab-Pomerantz is president of Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation, whose mission is to create positive change through financial education, philanthropy, and volunteerism. In addition to overseeing the Foundation's strategy and resources, she speaks and writes extensively about personal finance issues, offering guidance and advice for American consumers.
Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.
Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She chairs Schwab's Investment Strategy Council, which provides strategic asset allocation guidance and tactical sector recommendations for the firm's investor base.
The output of Sonders' work is via written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to all of Schwab's client newsletters and the keynote speaker at many of the company's corporate and client events in the United States and overseas. She is also a keynote speaker at many outside conferences, including for NYSSA, CFA Institutes and IMCA.
CFA, Director of Market and Sector Analysis, Schwab Center for Financial Research
Sorensen heads market and sector analysis for the Schwab Center for Financial Research and writes for several Schwab publications. He is a member of Schwab's Investment Strategy Council.
CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research
Spiegelman specializes in personal financial planning, including income tax, estate tax, retirement, cash flow, net worth, compensatory stock options, employee plans, investments and portfolio planning.
CFA, Director, Asset Allocation and Portfolio Analysis, Schwab Center for Financial Research
Swerbenski is responsible for supporting asset allocation research and portfolio analysis tools for Schwab brokers and clients. Prior to joining Schwab in 2002, he was vice president of operations at Champion Securities, LLC, a financial services firm specializing in index-linked structured derivative products.
Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.
As Vice President for Legislative and Regulatory Affairs, Townsend handles a number of legislative issues for Charles Schwab & Co., Inc., and is responsible for development and implementation of the firm's public policy communications strategy and third-party ally development.
CFA, Director of Equity Research Applications, Schwab Equity Ratings®, Schwab Center for Financial Research
John Wightkin, CFA, is director of equity research applications for the Schwab Center for Financial Research. As such, Wightkin leads the Equity Research Application team, a group responsible for helping clients use Schwab Equity Ratings and Schwab’s equity research tools to improve portfolio outcomes. His duties include publishing “how to” equity research and portfolio management articles, answering equity research and product usage questions from clients and Schwab representatives, and conducting presentations on the Schwab approach to equity research.
Director of Income Planning, Schwab Center for Financial Research
Rob Williams, Director of Income Planning for the Schwab Center for Financial Research, focuses on fixed income and income-planning issues, including key topics of interest to individual investors seeking to increase income from their portfolios. Williams also provides analysis of bonds, fixed-income strategies, and other income-oriented issues.
CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research
Zbesko is a member of a team of equity analysts who conduct ongoing research to enhance Schwab Equity Ratings, the unique analysis tool used by Schwab clients and several Schwab mutual funds to help identify timely stocks to buy or sell. Zbesko's responsibilities include testing and integrating academic and practitioner research, tracking performance of the ratings and their components and researching the use of the ratings in portfolio management.
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Charles Schwab Investment Management, Inc., is an affiliate of Charles Schwab & Co., Inc. It is a subsidiary of The Charles Schwab Corporation.
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