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Emre Erdogan, CFA, is Managing Director and Head of Quantitative Innovation for Schwab Asset Management. He leads the Quantitative Innovation Team, which uses quantitative and qualitative research to design and implement investment solutions.
Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002.
Why Trade Stocks at Schwab | Charles Schwab
Our industry-leading trading platforms and research can help your stock trading, no matter your experience level.
Mark Riepe, CFA, leads the Schwab Center for Financial Research, which provides individual investors with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast.
Emily Doak, CFA, is Director of EFT and Index Fund Research. She is a member of Schwab Center for Financial Research's investment manager research team, where she leads the team that examines passive investment strategies.
D.J. Tierney is a Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management™. D.J. Tierney is primarily focused on representing Schwab Personalized Indexing™, Schwab ETFs, and Schwab index mutual funds to clients, advisers, sales channels, and the media. He partners with other Schwab teams to optimize the firm’s indexed offerings and to create educational and market strategy content.
Caleb is Director of the Charitable Strategies Group at DAFgiving360™. He oversees the specialized team that conducts due diligence review of complex non-cash assets and educates advisors and donors on tax and legal issues associated with such assets.
Schwab Berkeley Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Berkeley, CA branch. Contact or visit us today.
Schwab Fremont Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Fremont, CA branch. Contact or visit us today.
Schwab San Jose - Milpitas Branch | Charles Schwab
Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Milpitas, CA branch. Contact or visit us today.