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

 

 

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®

    Managing Director of ETF Research, Charles Schwab Investment Advisory

  • mark eidem
    Trading

    Mark Eidem, CFA®, CMT

    Regional Investment Strategist, Schwab Trading Solutions

  • Randy Frederick
    stocks and trading

    Randy Frederick

    Vice President 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

  • Steven Greiner
    Stocks

    Steven Greiner

    Senior Vice President, 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®

    Vice President, Head of Manager Research, Charles Schwab Investment Advisory, Inc.

  • david kastner
    Market Analysis

    David Kastner, CFA®

    Managing Director, Senior Investment Strategist, Charles Schwab Investment Advisory

  • David Koenig
    portfolio management

    David Koenig, CFA®, FRM®

    Vice President, Chief Investment Strategist, Schwab Intelligent Portfolios®

  • Kim Laughton
    charitable giving

    Kim Laughton

    President, Schwab Charitable

  • Collin Martin
    fixed income

    Collin Martin, CFA®

    Managing Director, Fixed Income, Schwab Center for Financial Research

  • Lou Mercer
    trading

    Lou Mercer, CMT

    Regional Investment Strategist

  • veerapan perianan
    Market Analysis

    Veeru Perianan, CAIA®

    Senior Team Manager, Multi-Asset Research, Charles Schwab Investment Advisory, Inc.

  • Jim Peterson
    Portfolio Management

    Jim Peterson

    Chief Investment Officer, Schwab Intelligent Portfolios®; Senior Vice President, Charles Schwab Investment Advisory, Inc.

  • Nate Peterson
    trading

    Nate Peterson

    Director, Derivatives Analyst

  • Rob Williams
    financial planning

    Rob 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.