Our team
Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.
Executive leaders
Rick Wurster
President, The Charles Schwab Corporation, Head of Schwab Asset Management Solutions
Jonathan de St. Paer
President, Chief Operating Officer of Schwab Asset Management
Chief Investment Officers
Omar Aguilar, Ph.D.
Managing Director, Chief Investment Officer, Head of Investments
Brett Wander, CFA
Managing Director, Chief Investment Officer, Fixed Income Strategies
Bill McMahon, CFA
Managing Director, Chief Investment Officer, Active Equity Strategies
Senior leadership team
Kelly Briden
Managing Director, Head of Investment Management Marketing
Patrick Cassidy, CFA
Senior Vice President, Head of Credit and Proxy Research
James Ferrarelli
Managing Director, Divisional Chief Information Officer of Technology
Michael F. Hogan
Managing Director, Chief Compliance Officer
David Lekich
Managing Director, Chief Counsel
Erin Montgomery
Director, Asset Management Strategy and Employee Development
Amos Robinson
Managing Director, Head of Sales and Client Engagement
John Sturiale, CFP®, AIF®
Managing Director, Head of Product Management and Strategy
Investment professionals
Christopher Bliss, CFA
Managing Director, Head of Passive Equity Strategies
Jeremy Brown
Portfolio Manager
Iain Clayton, CFA
Senior Portfolio Manager
James Cortez, CFA
Portfolio Manager
Chuck Craig, CFA
Senior Portfolio Manager
Tony Creasy, CFA
Senior Portfolio Manager
Jason Diefenthaler
Senior Portfolio Manager Head of Wasmer Municipal Bond Strategies
Holly Emerson, CFA
Portfolio Manager
Jonathan Feske, CFA
Portfolio Manager
John Greves, CFA
Managing Director, Head of Multi-Asset Strategies
Matt Hastings, CFA
Managing Director, Head of Taxable Bond Strategies
Drew Hayes, CFA
Portfolio Manager
Brian Hillburn, CFA
Senior Portfolio Manager
Steven Hung
Senior Portfolio Manager
Ferian Juwono, CFA
Senior Portfolio Manager
John Khodarahmi
Senior Portfolio Manager
Linda Klingman
Managing Director, Head of Money Market Strategies
Patrick Kwok, CFA
Portfolio Manager
Wei Li, Ph.D., CFA
Senior Portfolio Manager
Michael Lin
Senior Portfolio Manager
Mark McKissick, CFA
Senior Portfolio Manager
Gretchen Novak, CFA
Senior Portfolio Manager
Lynn Paschen
Senior Portfolio Manager
Nicole Perret-Gentil
Portfolio Manager
Daniel Piquet, CFA
Portfolio Manager
Alfonso Portillo, Jr.
Senior Portfolio Manager
Jane Qin
Portfolio Manager
David Rios
Portfolio Manager
Jonathan Roman
Senior Portfolio Manager
Kenneth Salinger, CFA
Managing Director, Head of Tax-Exempt Bond Strategies
Jim Serhant, CFA
Senior Portfolio Manager
Kevin Shaughnessy, CFA
Senior Portfolio Manager
Jane Shi, CFA
Portfolio Manager
Sabya Sinha
Portfolio Manager
Jonas Svallin, CFA
Managing Director, Head of Active Equities
Zifan Tang, Ph.D., CFA
Senior Portfolio Manager
Cameron Ullyatt, CFA
Senior Portfolio Manager