Thought leaders and analysts

With an outstanding depth and breadth of industry knowledge, Schwab Center for Financial Research experts and contributors deliver insightful analysis and practical advice to help you make better investment decisions.

INVESTING

Mark Riepe

Head of the Schwab Center for Financial Research

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INVESTMENT RESEARCH AND STRATEGY

Christian Menegatti

Head of Investment Research and Strategy

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MARKETS AND ECONOMY

Liz Ann Sonders

Chief Investment Strategist

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FINANCIAL PLANNING AND WEALTH MANAGEMENT

Rob Williams

Head of Financial Planning and Wealth Management

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INVESTMENT MANAGER RESEARCH

Michael Iachini

Head of Investment Manager Research

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GOVERNMENT AND POLICY

Michael Townsend

Legislative and Regulatory Affairs

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Tax Planning

Hayden Adams

Director of Tax Planning and Wealth Management

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Fixed Income

Kathy Jones

Chief Fixed Income Strategist

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ETFS AND INDEX FUNDS

Emily Doak

Director of ETF and Index Fund Research

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FINANCIAL PLANNING AND WEALTH MANAGEMENT

Chris Kawashima

Director of Financial Planning and Wealth Management

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DIGITAL CURRENCIES

Jim Ferraioli

Director of Digital Currencies Research and Strategy

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Fixed Income

Collin Martin

Head of Fixed Income Research and Strategy

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INTERNATIONAL EQUITY

Michelle Gibley

Director of International Equity Research and Strategy

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TRADING

Joe Mazzola

Head of Trading and Derivatives, Charles Schwab & Co. Inc.

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Macro

Kevin Gordon

Head of Macro Research and Strategy

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PORTFOLIO STRATEGY

Kasey McCurdy

Chief Portfolio Strategist, Schwab Wealth Advisory

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FIXED INCOME

Cooper Howard

Director of Fixed Income Research and Strategy

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ALTERNATIVE INVESTMENTS

Ken Pennington

Director of Alternative Investments Research

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ESTATE PLANNING

Austin Jarvis

Director of Estate, Trust and High-Net-Worth Tax Planning

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DERIVATIVES

Nathan Peterson

Director of Derivatives Research and Strategy

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About Schwab Center for Financial Research

Since 1997, the Schwab Center for Financial Research (SCFR) has provided world-class research, timely market insights, and practical guidance to help investors make better decisions. Schwab experts are featured regularly in the news media, sharing their views on topics including markets, the economy, financial and retirement planning, portfolio management, and investment strategy.