Emily Doak

Director of ETF Research Chartered Financial Analyst (CFA®) Charles Schwab Investment Advisory, Inc.

Emily Doak, CFA, is Director of ETF Research for Charles Schwab Investment Advisory, Inc. (CSIA), and is responsible for CSIA’s coverage of exchange-traded funds (ETFs). Her primary duties include research and analysis of ETFs for the ETF Select List®, Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios PremiumTM.

Prior to joining Schwab in 2011, Emily worked for a private equity fund.

Charles Schwab Investment Advisory, Inc. is an affiliate of Charles Schwab & Co., Inc.

Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs

Education
M.S., Finance, University of Wyoming B.A., History, University of Wyoming