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Top investing experts | Read the bios | Charles Schwab
Regularly cited by the media on investing issues, Schwab’s top experts can help clients make better investment decisions. Meet our experts and read their bios.
Learn about initial public offerings (IPOs), a way for companies to raise capital from public investors by listing company shares on a stock exchange, allowing public investors to purchase shares of the company's stock.
Dan Sweeney is a Derivatives Trading Manager at Charles Schwab.
Ryan Hinsen is a Derivatives Manager on the Schwab Derivatives team based in Lone Tree, Colorado. In his years with Schwab, Ryan's expertise includes equities, futures, and options product offerings tailored to the retail investor.
Learn about an individual retirement account, including how to open an IRA, IRA contribution limits, Roth IRA conversions, Roth vs. Traditional IRA calculators, rollovers, and withdrawals.
Learn about employee stock purchase plans (ESPPs), a form of equity compensation, which allows you to buy shares of your company’s stock at a discounted price.
Learn about the foreign exchange market and currencies trading.
country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...
Schwab Personal Trust Services Checklist | Charles Schwab
If you are ready to move forward in naming Charles Schwab Trust Company as your trustee, please review the following requirements and then continue with the checklist that best suits your current situation.
CEO's Note: We're Here When You Need Us | Charles Schwab
Rick Wurster shares Schwab's unwavering focus on serving clients. Find out what we do through periods of volatility to help you meet your long-term goals.