Our team

Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.

Executive leader

Omar Aguilar

Omar Aguilar, Ph.D.

President, Chief Executive Officer, and Chief Investment Officer

Leadership team

Christopher Bliss

Christopher Bliss, CFA

Head of Equity Index Strategies

David Botset

David Botset

Head of Strategy, Innovation and Stewardship

Patrick Cassidy, CFA

Chief Investment Officer of Fixed Income

Head of Trading and Capital Markets

John Greves

John Greves, CFA

Head of Multi-Asset Strategies

Bill McMahon, CFA

Bill McMahon, CFA

Chief Investment Officer of Active Strategies

Jon McMahon

Jon McMahon

Head of Business Excellence

Amos Robinson

Amos Robinson

Head of Wealth and Asset Management Solutions

Jessica Seidlitz

Jessica Seidlitz

Chief Operating Officer, Chief Financial Officer

John Sturiale

John Sturiale, CFP®

Head of Product Management and Innovation

Nick Vassilos, CFA

Nick Vassilos, CFA

Chief Risk Officer

Corporate business partners

Mark Hunter

Mark Hunter

Chief Compliance Officer

Schwab Asset Management®

Catherine MacGregor

Catherine MacGregor

Chief Legal Officer

Schwab Asset Management®

Stacy Niedermeier

Stacy Niedermeier

Finance Business Partner

Naveen Rajan

Naveen Rajan

Divisional Information Officer – Advisor, Wealth and Asset Management Technologies

Kelly Wooten

Kelly Wooten

Human Resources Business Partner

Interested in working with us?

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