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Hayden Ayers | Financial Consultant in NC | Charles Schwab
Hayden Ayers is a Financial Consultant at Charles Schwab serving Southern Pines, NC. Request an appointment or contact us today to speak with a financial consultant.
Chris S. Elmore | Financial Consultant in NC | Charles Schwab
Chris S. Elmore is a Financial Consultant at Charles Schwab serving Chapel Hill, NC. Request an appointment or contact us today to speak with a financial consultant.
Shalisa Beck | Financial Consultant in OR | Charles Schwab
Shalisa Beck is a Financial Consultant at Charles Schwab serving Beaverton, OR. Request an appointment or contact us today to speak with a financial consultant.
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.
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.
Limitations and Conflicts | Charles Schwab
Your brokerage relationship - material limitations and conflicts of interest.
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.