Schwab Experts

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.

Learn about the Schwab Center for Financial Research.
Learn about the Charles Schwab Investment Advisory.

	Brian L. Burda 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.
	Amit Dugar 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.
	Greg Forsythe 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.
	Randy Frederick Managing Director of Trading and Derivatives, Schwab Center for Financial Research Frederick is Managing Director of Trading and Derivatives with 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 market analysis, he is frequently involved on matters of business development, product development and risk management. He has served on various corporate and industry committees including the FISD Executive Committee, the ISE Allocation Committee and the ISE Board of Directors.
	Michelle Gibley CFA, Director of International Research, Schwab Center for Financial Research Michelle Gibley conducts stock market research and analysis, specializing in international markets. She co-authors the Schwab Market Perspective and writes monthly articles on schwab.com covering specific international topics. Gibley is a member of the Schwab Investment Strategy Council.
	Michael Iachini CFA, CFP® , Managing Director of ETF Research, Charles Schwab Investment Advisory, Inc. Michael Iachini leads the exchange-traded fund (ETF) research effort for Charles Schwab Investment Advisory. His work can be found in ETF articles for Schwab investors and in the Schwab ETF Select List. Michael also contributes to the management of Schwab Managed Portfolios and Schwab's research into mutual funds and separately managed accounts, with a background in quantitative analysis.
	Kathy A. Jones Vice President, Fixed Income Strategist, Schwab Center for Financial Research Kathy Jones is responsible for credit-market and interest-rate analysis, as well as fixed income education for investors at Schwab. Jones has studied global credit markets extensively throughout her career as a fixed income investment strategist, working with both institutional and retail clients.
	David Kastner CFA, Director, Market Strategist, Charles Schwab Investment Advisory, Inc. Kastner is the Market Strategist for Schwab Managed Portfolios – ETF. Previously at Schwab, he was the Director of the Schwab Center for Financial Research Market Analysis Group, which provides regular commentary and perspective on the economy and markets. Before joining Schwab in 1997, Kastner was in banking and futures trading after earning a bachelor's degree in economics from the University of Kansas. Kastner is a Chartered Financial Analyst (CFA) charter holder.
	Michael E. Lind CFA, Senior Quantitative Analyst, Charles Schwab Investment Advisory, Inc. Lind is a quantitative analyst for Schwab Managed Portfolios - ETFs. His primary focus is on testing academic research, implementing new ideas to improve buy and sell decisions, and maintaining the ratings of ETF selection models. Additional responsibilities include updating the long-term Capital Market Expectations and publishing results for Charles Schwab brokers.
	Spencer Logan 2012 Level II CFA Candidate, Equity Analyst, Schwab Equity Ratings®, Schwab Center for Financial Research Logan's primary roles are to provide support to Schwab's reps and clients through the publication of equity research and portfolio management articles, answer equity research and product usage questions from clients and Schwab reps, deliver presentations to internal and external audiences, and assist in the enhancement of Schwab's equity research tools and services.
	Collin Martin CFA, Senior Research Analyst, Fixed Income, Schwab Center for Financial Research Collin Martin is responsible for providing analysis and investor education in fixed income. Prior to joining Schwab in 2012, Collin was a fixed income strategist with Morgan Stanley Smith Barney, where he published fixed income model portfolios for individual investors. He also contributed to monthly fixed income strategy publications, focusing on international debt markets.
	Tatjana Michel Director, Currency Analysis, Schwab Center for Financial Research Tatjana Michel is responsible for Schwab's currency research and analysis. She provides advice and guidance on currencies and currency-related products and communicates the Schwab point of view on currencies.
	Daniel O'Connor Managing Director, Global Real Estate Analysis, Charles Schwab Investment Management, Inc. O'Connor is Managing Director, Global Real Estate Analysis with Charles Schwab Investment Management, Inc. (CSIM). He formulates the Schwab Real Estate Rating models that are extensively utilized in the Schwab Global Real Estate Fund™.
	Daniel O'Neil Vice President, Futures, optionsXpress® Daniel O’Neil oversees the futures trading business at optionsXpress, now part of The Charles Schwab Corporation, and is involved in a wide variety of operational matters, trading platform design, risk management, education, and business strategy and development. Prior to optionsXpress, he was a founder of Xpresstrade, one of the first firms to bring online futures trading to individual traders.
	James D. Peterson Ph.D, Senior Vice President, Chief Investment Officer, Charles Schwab Investment Advisory, Inc. 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.
	Mark W. Riepe 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.
	Jeffrey P. Ryan 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 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.
	Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. Liz Ann Sonders has a range of investment-strategy responsibilities, reaching from market and economic analysis to investor education, all focused on individual investors. She analyzes and interprets the economy and markets on behalf of Schwab's entire client base and 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 Liz Ann's work is via written reports, audio and video recordings, conference calls and webcasts. She's a regular contributor to all of Schwab's client newsletters and is the keynote speaker at many of the company's corporate and client events. She's also a keynote speaker at many outside conferences, including for FPA, CFA Institutes, Morningstar and IMCA.
	Brad Sorensen 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.
	Rande Spiegelman 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.
	Michael T. Townsend 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.
	John Wightkin 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.
	Rob Williams 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.
	John Zbesko 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.
	Tian Zeng Ph.D., CFA, Director, Senior Equity Researcher, Schwab Equity Ratings® , Schwab Center for Financial Research Zeng is responsible for developing new quantitative research capabilities and enhancing existing research products and methodologies. In this role, he also creates new investment products and strategies for company-wide use.

Charles Schwab Investment Management, Inc., and Charles Schwab Investment Advisory, Inc., are affiliates. Both are subsidiaries of The Charles Schwab Corporation. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

English| 中文