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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.
Learn about Schwab Charitable

Photo: Hayden Adams

Hayden Adams

CPA, Director of Tax and Financial Planning, Schwab Center for Financial Research

Hayden Adams provides analysis and insights on topics such as income tax planning, tax-smart investing, asset location and retirement withdrawal strategies for a range of Schwab clients and advisors. See full biography

Photo: Robert Aruldoss

Robert Aruldoss

CFP®, Senior Research Analyst, Financial Planning, Schwab Center for Financial Research

Robert Aruldoss is Senior Research Analyst, Financial Planning for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for financial planning and retirement income issues. See full biography.

Photo: Nitin Barve

Nitin Barve

CFA®, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research

Nitin Barve is Director, Portfolio Analysis, Advice Tools & Policy for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for the portfolio analysis, advice tools and policies team. See full biography.

Photo: Brian Burda

Brian Burda

CFA®, Vice President, Schwab Equity Strategies Team, Schwab Center for Financial Research

Brian Burda is a Vice President and head of the Schwab Equity Strategies Team for the Schwab Center for Financial Research (SCFR). See full biography.

Photo: Anthony B. Davidow

Anthony B. Davidow

CIMA®, Vice President, Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research

Anthony B. Davidow is Vice President, Alternative Beta and Asset Allocation Strategist for the Schwab Center for Financial Research (SCFR). See full biography.

Photo: Emily Doak

Emily Doak

Senior ETF Analyst, Schwab Center for Financial Research

Emily Doak is Senior ETF Analyst for Charles Schwab Investment Advisory, Inc. In this role, she is responsible for CSIA’s coverage of exchange-traded funds (ETFs). See full biography.

Photo: Randy Frederick

Randy Frederick

Vice President of Trading and Derivatives, Schwab Center for Financial Research

Randy Frederick is Vice President of Trading and Derivatives for the Schwab Center for Financial Research (SCFR). In this role, he focuses primarily on public relations, client education and market analysis, and is frequently involved on matters of business development, product development and risk management. See full biography.

Photo: Michelle Gibley

Michelle Gibley

CFA®, Director of International Research, Schwab Center for Financial Research

Michelle Gibley is Director of International Research for the Schwab Center for Financial Research (SCFR). In this role, she conducts international stock market research and analysis, and provides commentary on international topics for Schwab clients. See full biography.

Photo: Steven P. Greiner, Ph.D.

Steven P. Greiner, Ph.D.

Senior Vice President, Schwab Equity Ratings, Schwab Center for Financial Research

Steven Greiner is Senior Vice President, Schwab Equity Ratings for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for managing the team’s activities in model upgrades, maintenance, production, operations and new product development. See full biography.

Photo: Cooper J. Howard

Cooper J. Howard

CFA®, Senior Research Analyst, Fixed Income and Income Planning, Schwab Center for Financial Research

Cooper Howard is Senior Research Analyst, Fixed Income and Income Planning for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for providing analysis and investor education on fixed income and income-planning topics, including research and perspective on the municipal bond market and income investing. See full biography.

Photo: Michael Iachini

Michael Iachini

CFA®, CFP®, Vice President, Head of Manager Research, Charles Schwab Investment Advisory

Michael Iachini is Vice President, Head of Manager Research for Charles Schwab Investment Advisory. In this role, he leads the research effort on mutual fund and exchange-traded fund (ETF) lists. See full biography.

Photo: Kathy A. Jones

Kathy A. Jones

Senior Vice President, Chief Fixed Income Strategist, Schwab Center for Financial Research

Kathy Jones is Senior Vice President, Chief Fixed Income Strategist, for the Schwab Center for Financial Research (SCFR). In this role, she is responsible for interest rate and currency analysis, as well as fixed income education for investors at Schwab. See full biography.

Photo: David Kastner

David Kastner

CFA®, Senior Portfolio Manager, Schwab Managed Portfolios – ETFs

David is the Senior Portfolio Manager and chairs the Investment Committee for Schwab Managed Portfolios™ – ETFs (SMP-ETF). In this role, he is responsible for tactical asset allocation, ETF selection and investment risk management of the SMP-ETF portfolios. See full biography

Photo: Jeffrey Kleintop

Jeffrey Kleintop

Senior Vice President, Chief Global Investment Strategist

Jeffrey Kleintop is Senior Vice President, Chief Global Investment Strategist. In this role, he is responsible for analyzing and discussing international markets, trends and events to help U.S. investors understand their significance and financial implications. See full biography.

David A. Koenig

David A. Koenig

CFA®, FRM®, Vice President, Chief Investment Strategist, Schwab Intelligent Portfolios®

David Koenig is Vice President, Chief Investment Strategist for Schwab Intelligent Portfolios®. In this role, he is responsible for helping oversee Schwab Intelligent Portfolios, and providing research and analysis about automated investment advisory services and how they can help investors with their financial goals. See full biography.

Photo: Kim Laughton

Kim Laughton

President, Schwab Charitable

Kim is president of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. See full biography.
Photo: Collin Martin

Collin Martin

CFA®, Director, Fixed Income, Schwab Center for Financial Research

Collin Martin is Director, Fixed Income for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for providing analysis and investor education in fixed income, with a focus on the credit markets. See full biography.

 Photo: Lou Mercer

Lou Mercer

CMT, Trading Solutions Regional Manager

As a Trading Solutions Regional Manager, my expertise is in trading mechanics, trading strategies, and fundamental and technical analysis. I’m also skilled in providing insights about the equities and options markets, as well as highlighting the resources available to self-directed investors at Schwab. It’s an empowering approach to trading solutions—so you can take ownership of your financial life.  See full biography.

Photo: Daniel O'Neil

Daniel O'Neil

Vice President, Futures, optionsXpress®

Daniel O’Neil oversees the futures trading business at optionsXpress, 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. See full biography.

Photo: Veerapan Perianan

Veerapan Perianan

Senior Team Manager, Quantitative Investment Management Research, Charles Schwab Investment Investment Advisory

Veerapan (Veeru) Perianan is a Senior Manager, Quantitative Investment Management Research, for Charles Schwab Investment Advisory, Inc. In this role, his primary focus is on long term capital market expectations and asset allocation research. See full biography.

Photo: Jim Peterson, Ph.D.

Jim Peterson, Ph.D.

Chief Investment Officer, Charles Schwab Investment Advisory

Jim Peterson is the Chief Investment Officer of Charles Schwab Investment Advisory, Inc. and a member of the portfolio management teams for Schwab Managed Portfolios™ and Schwab Intelligent Portfolios™. See full biography.

 Photo: Nate Peterson

Nate Peterson

Senior Derivatives Analyst, Schwab Center for Financial Research

Nate Peterson is a Senior Derivatives Analyst for the Schwab Center for Financial Research (SCFR). In this role, he is primarily responsible for options-related client education, market analysis and reporting. See full biography

Photo: Mark W. Riepe

Mark W. Riepe

CFA®, Senior Vice President, Schwab Center for Financial Research

Mark Riepe is Senior Vice President for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for heading the Schwab Center for Financial Research and is also president of Charles Schwab Investment Advisory. See full biography.

Photo: Carrie Schwab Pomerantz

Carrie Schwab-Pomerantz

Board Chair and President, Charles Schwab Foundation; Senior Vice President, Charles Schwab & Co., Inc.; Board Chair, Schwab Charitable

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America’s most trusted sources for financial advice. She has devoted her career to helping men and women from all walks of life achieve financial security. In addition, she oversees Schwab’s corporate philanthropy and employee volunteer programs, which aim to strengthen the communities where Schwab operates.
See full biography.

Photo: Liz Ann Sonders

Liz Ann Sonders

Senior Vice President, Chief Investment Strategist 

Liz Ann Sonders is Senior Vice President, Chief Investment Strategist. She has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. See full biography.

Photo: Brad Sorensen

Brad Sorensen

CFA®, Managing Director of Market and Sector Analysis, Schwab Center for Financial Research

Brad Sorensen is Managing Director, Market and Sector Analysis for the Schwab Center for Financial Research (SCFR). In this role, Brad is responsible for analyzing the effects of economic and market factors on specific market sectors. See full biography.

Photo: Michael T. Townsend

Michael T. Townsend

Vice President, Legislative and Regulatory Affairs

Michael Townsend is Vice President, Legislative and Regulatory Affairs. In this role, he is responsible for development and implementation of the firm's public policy communications strategy. See full biography.

Photo: Rob Williams

Rob Williams

Director of Income Planning, Schwab Center for Financial Research

Rob Williams is Director, Income Planning for the Schwab Center for Financial Research (SCFR). In this role, he focuses on fixed income and income-planning issues, including key topics of interest to individual investors seeking to increase income from their portfolios. See full biography.

Photo: John Zbesko

John Zbesko

CFA®, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research (SCFR)

John Zbesko is Senior Equity Researcher, Schwab Equity Ratings® for the Schwab Center for Financial Research (SCFR). In this role, he 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. See full biography.

Photo: Tian Zeng

Tian Zeng

Ph.D., CFA®, Director, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research

Tian Zeng is Director, Senior Equity Researcher, Schwab Equity Ratings® for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for developing new quantitative research capabilities and enhancing existing research products and methodologies. See full biography.





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