Emily Doak, CFA, is a member of SCFR’s investment manager research team where she is responsible for leading the coverage of passive investment strategies. Emily is frequently asked to write educational articles for Schwab clients that address timely topics related to exchange-traded funds (ETFs) and index mutual funds. She is also responsible for the research and analysis required for Schwab's lists, including the ETF Select List.®
Prior to joining Schwab in 2011, Emily was a senior investment analyst for a private equity fund. She holds an M.S. in Finance from the University of Wyoming and a B.A. in History and Secondary Education from the University of Wyoming. She is a Chartered Financial Analyst (CFA) charterholder.
