Emily Doak
Director of ETF and Index Fund Research
Chartered Financial Analyst (CFA®)
Schwab Center for Financial Research
Emily Doak, CFA, is responsible for SCFR’s coverage of exchange-traded funds (ETFs) and index mutual funds. Her primary duties include research and analysis for Schwab's lists, including 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. She holds an M.S. in Finance from the University of Wyoming and a B.A. in History from the University of Wyoming. She is a Chartered Financial Analyst (CFA).
More from Emily Doak
What Happens If Your ETF Closes?
All is not lost if your ETF closes. Here's why it may happen and what to do if one of your funds shutters.
ETFs and Taxes: What You Need to Know
Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.
Liquid Alternatives: Getting the Mix Right
Liquid alternatives offer broader access to unconventional strategies, but may not provide the exact outcome investors expect.