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Statement of financial condition | Charles Schwab
Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education
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.
Separately Managed Accounts | Charles Schwab
Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.
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.
Roth vs. Traditional IRA Calculator Research Tools Mobile Apps Learn Insights & Education
James Boyd is a Senior Manager of Schwab Trader Education. He focuses mainly on technology, commodities and momentum-based trading strategies and how to read price action, trend reversals, and breakouts. He has over 20 years of investment experience.
Ben Watson has been in the financial industry since 2005. He has a broad knowledge base and focuses on advanced educational topics such as Technical Analysis, Stocks, Intermarket Analysis, and ETFs.
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.
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.