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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.

Photo: Nitin Barve

Nitin Barve

CFA, Director, Portfolio Analysis, Advice Tools & Policy

Nitin Barve leads the portfolio analysis, advice tools and policies team at the Schwab Center for Financial Research. His areas of expertise include asset classification and benchmarks, portfolio analytics, Global Investment Performance Standards® (GIPS) compliance, risk management and advice policies and tools. He is responsible for analyzing and providing insights and educational material to Schwab representatives and clients on a broad range of investing and planning topics. He is a member of Schwab's Investing Ideas Council.

Photo: Brian L. Burda

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.

Photo: Anthony B. Davidow

Anthony B. Davidow

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

Anthony Davidow is responsible for providing Schwab's point of view on asset allocation and portfolio construction. He is also responsible for providing research and analysis on alternative beta strategies and how investors can incorporate them in their portfolios. Davidow is also a member of the firm's Asset Allocation Council. 

Photo: Amit Dugar

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.

Photo: Randy Frederick

Randy Frederick

Managing Director of Trading and Derivatives, Charles Schwab & Co. Inc.

Randy Frederick is Managing Director of Trading and Derivatives with the Schwab Center for Financial Research. He is one of the early 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.

Photo: Michelle Gibley

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.

Photo: Cooper J. Howard

Cooper J. Howard

CFA, Senior Research Analyst, Fixed Income and Income Planning

Cooper J. Howard 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. He is a Chartered Financial Analyst (CFA®) charterholder.

Photo: Michael Iachini

Michael Iachini

CFA, CFP® ,  Managing Director of Mutual Fund & ETF Research, Charles Schwab Investment Advisory, Inc.

Michael Iachini leads the research effort on mutual fund and exchange-traded fund (ETF) lists for Charles Schwab Investment Advisory. His work can be found in articles for Schwab investors and in the Schwab ETF Select List and Schwab Mutual Fund OneSource Select List. Michael also contributes to Schwab's research on separately managed accounts, with a background in quantitative analysis.

Photo: Kathy A. Jones

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.

Photo: David Kastner

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.

Photo: Jason Trennert

Jeffrey Kleintop

Senior Vice President and Chief Global Investment Strategist

As Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm's Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events.

Photo: Michael Iachini

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.

Photo: Spencer Logan

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.

Photo: Collin Martin

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.

Photo: Daniel O'Neal

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.

Photo: James Peterson

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.

Photo: Mark W. Riepe

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.

Photo: Jeffrey P. Ryan

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.

Photo: Carrie Schwab Pomerantz

Carrie Schwab-Pomerantz

President, Charles Schwab Foundation and Senior Vice President, Charles Schwab & Co., Inc. Chairman of the Board, Schwab Charitable

Carrie Schwab-Pomerantz, CFP® , is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. As leader of Schwab Community Services as well as president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, encouraging men and women from all walks of life to take charge of their financial lives.

Photo: Liz Ann Sonders

Liz Ann Sonders

Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. 

As Chief Investment Strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab's clients. The output of Liz Ann's work is via written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to Schwab's publications and the keynote speaker at many of the company's corporate and client events. She is also a keynote speaker at many outside conferences, including for Barron's, NYSSA, FPA, CFA Institutes, Morningstar and IMCA. Liz Ann is also a Senior Vice President at Windhaven Investment Management, Inc. She serves as a member of Windhaven's Portfolio Management Team and is Chair of its Investment Committee where she helps oversee Windhaven's research initiatives and investment decisions.

Photo: Brad Sorensen

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.

Photo: Rande Spiegelman

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.

Photo: Michael Townsend

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.

Photo: Jason Trennert

Jason Trennert

Managing Partner and Chief Investment Strategist, Strategas Research Partners LLC

Jason DeSena Trennert is the Managing Partner and Chief Investment Strategist of Strategas Research Partners LLC and the Chairman and Chief Executive Officer of the firm's broker-dealer subsidiary, Strategas Securities, LLC. In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over forty-five research analysts, institutional salesmen, and sales traders, at its offices in New York and Washington DC., and is fortunate to count among its clients some of the world’s largest mutual funds, investment advisors, pensions and endowments, and hedge funds.

Photo: John Wightkin

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.

Photo: Rob Williams

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.

Photo: John Zbesko

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.

Photo: Tian Zeng

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.





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