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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.
Seth McMoore is a Senior Researcher in the Multi-Asset Quantitative Solutions team at Schwab Asset Management. He focuses on long-term capital market expectations and multi-asset research. In addition to his research, Seth maintains the data infrastructure for the Multi-Asset Quantitative Solutions team and produces capital market expectations content for internal and external business partners.
Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Forms & Applications | Charles Schwab
Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.
Trajon Moore | Financial Consultant in DC | Charles Schwab
Trajon Moore is a Financial Consultant at Charles Schwab serving Washington, DC. Request an appointment or contact us today to speak with a financial consultant.
Ashley Cosio | Financial Consultant in CA | Charles Schwab
Ashley Cosio is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.
About Schwab Intelligent Portfolios | Charles Schwab
View Frequently Asked Questions on Schwab Intelligent Portfolios.
Find ways to manage your cash flow and debt.
Financial Planning | Charles Schwab
Understand where you are today and create a roadmap to get you where you want to be.