Emily Doak

CFA®, Managing Director of ETF Research, Charles Schwab Investment Advisory
Emily Doak
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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