Thought leaders and analysts

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

Featured experts

  • markets and economy

    Liz Ann Sonders

    Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.
     

    @LizAnnSonders

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  • international markets and economy

    Jeffrey Kleintop, CFA

    Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc.
     

    @JeffreyKleintop

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  • fixed income markets and economy

    Kathy Jones

    Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research
     

    @KathyJones

    See full bio
  • investing

    Mark Riepe, CFA

    Managing Director, Schwab Center for Financial Research

     

    @MarkRiepe

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  • financial planning

    Rob Williams, CFP, RICP, CPWA

    Managing Director, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research

    See full bio
  • government and policy

    Michael Townsend

    Managing Director of Legislative and Regulatory Affairs, Charles Schwab & Co.

     

    @MikeTownsendCS

    See full bio

Thought leaders and analysts

  • Hayden Adams
    tax planning

    Hayden Adams, CPA, CFP

    Director of Tax and Wealth Management, Schwab Center for Financial Research

    See full bio
  • lee bohl
    Trading

    Lee Bohl, CMT

    Trading Services Manager

    See full bio
  • Emily Doak
    Mutual Funds and ETFs

    Emily Doak, CFA

    Director of ETF and Index Fund Research, Schwab Center for Financial Research

    See full bio
  • stocks, trading, options, and cryptocurrency

    Randy Frederick

    Managing Director of Trading and Derivatives, Schwab Center for Financial Research

    See full bio
  • International Investing

    Michelle Gibley, CFA

    Director of International Research, Schwab Center for Financial Research

    See full bio
  • Markets and Economy

    Kevin Gordon

    Senior Investment Strategist, Charles Schwab & Co., Inc.

    See full bio
  • Steven Greiner
    Stocks

    Steven P. Greiner, Ph.D.

    Managing Director, Schwab Equity Ratings, Schwab Center for Financial Research

    See full bio
  • kevin horner
    Trading

    Kevin Horner

    Senior Manager, Trading Services Education

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  • fixed income

    Cooper Howard, CFA

    Director, Fixed Income Strategist, Schwab Center for Financial Research

    See full bio
  • Mutual Funds and ETFs

    Michael Iachini, CFA, CFP

    Managing Director, Head of Manager Research, Charles Schwab Investment Advisory, Inc.

    See full bio
  • Austin Jarvis
    Estate Planning

    Austin Jarvis, J.D.

    Director of Estate, Trust and High-Net-Worth Tax, Schwab Center for Financial Research 

    See full bio
  • charitable giving

    Sam Kang

    President, Schwab Charitable

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  • Chris Kawashima
    Financial Planning

    Chris Kawashima, CFP

    Senior Research Analyst, Financial Planning, Schwab Center for Financial Research

    See full bio
  • Portfolio Management

    David Koenig, CFA, FRM

    Managing Director, Chief Investment Strategist – Multi-Asset Solutions, Schwab Asset Management

    See full bio
  • Collin Martin
    fixed income

    Collin Martin, CFA

    Director, Fixed Income Strategist, Schwab Center for Financial Research

    See full bio
  • trading

    Nate Peterson

    Director of Derivatives Analysis, Schwab Center for Financial Research

    See full bio
  • STRATEGIC ASSET ALLOCATION

    Eva A. Xu, Ph.D., CFA

    Managing Director, Strategic Asset Allocation, Charles Schwab Investment Advisory, Inc.

    See full bio

 

 
 
 

 

 
 
 

About Schwab Center for Financial Research

Since 1997, the Schwab Center for Financial Research (SCFR) has provided top-quality 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. SCFR also produces Schwab Equity Ratings.