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
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markets and economyLiz Ann Sonders
Senior Vice President, Chief Investment Strategist
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international markets and economyJeffrey Kleintop, CFA®
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fixed income markets and economyKathy Jones
Senior Vice President, Chief Fixed Income Strategist
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financial planningCarrie Schwab-Pomerantz
President, Charles Schwab Foundation; Senior Vice President, Schwab Community Services
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government and policyMichael Townsend
Thought leaders and analysts
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tax planningHayden Adams, CPA, CFP®
Director of Tax and Financial Planning, Schwab Center for Financial Research
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Mutual Funds and ETFsEmily Doak, CFA®
Managing Director of ETF Research, Charles Schwab Investment Advisory
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stocks and tradingRandy Frederick
Vice President of Trading and Derivatives, Schwab Center for Financial Research
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International InvestingMichelle Gibley, CFA®
Director of International Research, Schwab Center for Financial Research
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StocksSteven Greiner
Senior Vice President, Schwab Equity Ratings, Schwab Center for Financial Research
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fixed incomeCooper Howard, CFA®
Director, Fixed Income Strategy, Schwab Center for Financial Research
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Mutual Funds and ETFsMichael Iachini, CFA®, CFP®
Vice President, Head of Manager Research, Charles Schwab Investment Advisory, Inc.
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Market AnalysisDavid Kastner, CFA®
Managing Director, Senior Investment Strategist, Charles Schwab Investment Advisory
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portfolio managementDavid Koenig, CFA®, FRM®
Vice President, Chief Investment Strategist, Schwab Intelligent Portfolios®
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fixed incomeCollin Martin, CFA®
Managing Director, Fixed Income, Schwab Center for Financial Research
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Market AnalysisVeeru Perianan, CAIA®
Managing Director, Multi-Asset Research, Charles Schwab Investment Advisory, Inc.
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Portfolio ManagementJim Peterson
Chief Investment Officer, Schwab Intelligent Portfolios®; Senior Vice President, Charles Schwab Investment Advisory, Inc.
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financial planningRob Williams, CFP®, CRPC®
Vice President, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research
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.
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