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

    Liz Ann Sonders

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

    @LizAnnSonders

  • international markets and economy

    Jeffrey Kleintop, CFA®

    Jeff Kleintop

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

    @JeffreyKleintop

     
  • fixed income markets and economy

    Kathy Jones

    Kathy Jones

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

    @KathyJones
     

  • investing

    Mark Riepe, CFA®

    Mark Riepe

    Managing Director, Schwab Center for Financial Research, and Portfolio Manager, Schwab Intelligent Portfolios®

     

    @MarkRiepe

  • financial planning

    Carrie Schwab-Pomerantz

    Carrie Schwab-Pomerantz

    President, Charles Schwab Foundation; Managing Director, Schwab Community Services; Board Chair, Schwab Charitable
     

    @CarrieSchwab 

     
  • government and policy

    Michael Townsend

    Michael Townsend

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

     

    @MikeTownsendCS

Thought leaders and analysts

  • Hayden Adams
    tax planning

    Hayden Adams, CPA, CFP®

    Director of Tax and Financial Planning, Schwab Center for Financial Research

  • lee bohl
    Trading

    Lee Bohl, CMT

    Trading Services Manager

  • Emily Doak
    Mutual Funds and ETFs

    Emily Doak, CFA®

    Director of ETF Research, Charles Schwab Investment Advisory, Inc.

  • mark eidem
    Trading

    Mark Eidem, CFA®, CMT

    Regional Investment Strategist, Schwab Trading Solutions

  • Randy Frederick
    stocks and trading

    Randy Frederick

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

  • Michelle Gibley
    International Investing

    Michelle Gibley, CFA®

    Director of International Research, Schwab Center for Financial Research

  • Kevin Gordon
    Markets and Economy

    Kevin Gordon

    Senior Investment Research Specialist, Charles Schwab & Co., Inc.

  • Steven Greiner
    Stocks

    Steven P. Greiner, PhD

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

  • kevin horner
    Trading

    Kevin Horner

    Senior Manager, Trading Services Education

  • Cooper Howard
    fixed income

    Cooper Howard, CFA®

    Director, Fixed Income Strategy, Schwab Center for Financial Research

  • Michael Iachini
    Mutual Funds and ETFs

    Michael Iachini, CFA®, CFP®

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

  • Austin Jarvis
    Estate Planning

    Austin Jarvis, J.D.

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

  • charitable giving

    Sam Kang

    President, Schwab Charitable

  • david kastner
    Market Analysis

    David Kastner, CFA®

    Director, Senior Investment Strategist, Schwab Center for Financial Research

  • Chris Kawashima
    Financial Planning

    Chris Kawashima, CFP®

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

  • David Koenig
    Portfolio Management

    David Koenig, CFA®, FRM®

    Managing Director, Chief Investment Strategist – Multi-Asset Solutions, Charles Schwab Investment Advisory, Inc.

  • Collin Martin
    fixed income

    Collin Martin, CFA®

    Director, Fixed Income, Schwab Center for Financial Research

  • Lou Mercer
    trading

    Lou Mercer, CMT

    Regional Investment Strategist

  • veerapan perianan
    Market Analysis

    Veeru Perianan, CAIA®

    Director, Multi-Asset Research, Charles Schwab Investment Advisory, Inc.

  • Jim Peterson
    Portfolio Management

    Jim Peterson, Ph.D.

    Managing Director, Charles Schwab Investment Advisory, Inc.

  • Nate Peterson
    trading

    Nate Peterson

    Director of Derivatives Analysis, Schwab Center for Financial Research

  • Christina Shaffer
    Fixed income

    Christina Shaffer, CFA®

    Senior Fixed Income Research Analyst, Schwab Center for Financial Research

  • Rob Williams
    financial planning

    Rob Williams, CFP®, CRPC®

    Managing Director, 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.