M.S., Finance, University of Wyoming;
B.A., History, University of Wyoming.
Chartered Financial Analyst (CFA) charter holder
As Managing Director of ETF Research for Charles Schwab Investment Advisory, Inc. (CSIA), Emily is responsible for CSIA’s coverage of exchange-traded funds (ETFs). Her primary duties include research and analysis of ETFs for the ETF Select List®, Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios PremiumTM.
Prior to joining Schwab in 2011, Emily worked for a private equity fund.
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