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Joe Mazzola is Schwab's Head Trading & Derivatives Strategist. He is a former portfolio manager, options risk manager, and market maker for the Chicago Board Options Exchange and International Securities Exchange, with nearly 25 years of investment management experience assisting institutional and retail clients.
Rob Fleming is a senior market analyst for the Schwab Center for Financial Research. He is primarily responsible for market analysis and reporting, and market-related education.
Cameron May is a Senior Manager of Schwab Trader Education. He has 25 years of investment experience. He made the move to education in 2005 and has since taught tens of thousands of investors in topics such as Value, Growth, Income Investing, Portfolio Management, Technical Analysis, and Options Trading.
We offer industry-leading pricing, award-winning customer service, and a Satisfaction Guarantee—something no one else promises.
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.
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.
Trade execution quality | Charles Schwab
Get an inside look at how Schwab’s order routing process seeks to obtain high-quality trade execution results.
Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education
Understand cost basis and any tax implications, so you can manage your tax liability.
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.