Michael Iachini, CFA, CFP, is Managing Director and Head of Manager Research for Charles Schwab Investment Advisory, Inc. He leads the research effort on mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and alternative investments. Michael’s research team covers quantitative and qualitative evaluation of investment managers, as well as operational due diligence of money management firms. Michael also writes research articles for Schwab clients and represents Schwab’s point of view on investment manager research and environmental, social, and governance (ESG) investing in the media.
Prior to joining Schwab in 2004, he was a domestic equities analyst for the State Board of Administration of Florida.
Charles Schwab Investment Advisory, Inc. is an affiliate of Charles Schwab & Co., Inc.