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 and Chief Executive Officer Chief Investment Officer
Senior leadership team

Senior leadership team

Patrick Cassidy, CFA

Patrick Cassidy, CFA

Chief Investment Officer of Fixed Income, Head of Trading and Capital Markets
Erika Doede, CFA

Erika Doede, CFA

Head of Business Excellence and Strategy
Mark Fischer

Mark Fischer

Chief Operating Officer, Chief Financial Officer
Bill McMahon, CFA

Bill McMahon, CFA

Chief Investment Officer of Active Strategies
Amos Robinson

Amos Robinson

Head of Wealth and Asset Management Solutions
Carol Spain

Carol Spain

Head of Credit Research
John Sturiale, CFP®, AIF®

John Sturiale, CFP®

Head of Product Management and Innovation
Nick Vassilos, CFA

Nick Vassilos, CFA

Head of Risk and Performance Analytics
Corporate business partners

Corporate business partners

James Ferrarelli

James Ferrarelli

Divisional Chief Information Officer of Technology
Catherine MacGregor

Catherine MacGregor

Chief Legal Officer, Schwab Asset Management®
Stacy Niedermeier

Stacy Niedermeier

Finance Business Partner
Jessica Seidlitz_Our Team

Jessica Seidlitz

Managing Director & Chief Compliance Officer Schwab Asset Management®
Tammi Torgler

Tammi Torgler

Human Resources Business Partner
Investment professionals

Investment professionals

Christopher Bliss, CFA

Christopher Bliss, CFA

Head of Passive Equity Strategies
Maxwell Brantley

Maxwell Brantley, CFA

Portfolio Manager
Jeremy Brown

Jeremy Brown, CFA

Senior Portfolio Manager
Ruta Bruckute

Ruta Bruckute, CFA

Portfolio Manager
Horacio Carias

Horacio Carias, CFA

Portfolio Manager
Chris Casal

Chris Casal

Portfolio Manager
Steven Chan, CFA

Steven Chan, CFA

Trader Senior Portfolio Manager
Iain Clayton

Iain Clayton, CFA

Senior Portfolio Manager Head of Quantitative Equity Portfolio Management
James Cortez, CFA

James Cortez, CFA

Senior Portfolio Manager
Tony Creasy, CFA

Tony Creasy, CFA

Senior Portfolio Manager
Jonathan Day

Jonathan Day

Associate Portfolio Manager
Jason Diefenthaler

Jason Diefenthaler

Head of Tax-Exempt Strategies
Brian Dixon

Brian Dixon, CFA

Senior Portfolio Manager
Joselle Duncan, CFA

Joselle Duncan, CFA

Portfolio Manager
Holly Emerson

Holly Emerson, CFA

Senior Portfolio Manager
Brian Enkhbat

Brian Enkhbat

Associate Portfolio Manager
Brian Ferry

Brian Ferry, CFA

Senior Portfolio Manager
Jonathan Feske

Jonathan Feske, CFA

Senior Portfolio Manager
John Greves, CFA

John Greves, CFA

Head of Multi-Asset Strategies
Daniel Griffith

Daniel Griffith

Trader Associate Portfolio Manager
Jiwei Gu

Jiwei Gu, CFA

Portfolio Manager
Matthew Hastings, CFA

Matt Hastings, CFA

Head of Bond Index Strategies

Drew Hayes, CFA

Portfolio Manager
Robert Helmstetler, CAIA

Robert Helmstetler, CAIA®

Portfolio Manager Head of Wealth Portfolio Management
Jim Hester, CFA

Jim Hester, CFA

Associate Portfolio Manager
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Brian Hillburn, CFA

Senior Portfolio Manager Director of Fundamental Equity Research
Ryan Hook

Ryan Hook, CFA

Senior Portfolio Manager
Steven Hung

Steven Hung

Senior Portfolio Manager
Mariela Jobson

Mariela Jobson

Senior Portfolio Manager
Kelly Johnson

Kelly Johnson, CFA, CAIA®

Portfolio Manager
Ferian Juwono

Ferian Juwono, CFA

Senior Portfolio Manager
Dony Kang

Dony Kang, CFA

Portfolio Manager
Brendan Kerr

Brendan Kerr, CFA

Senior Portfolio Manager
John Khodarahmi

John Khodarahmi

Senior Portfolio Manager
Olga Kislova, CFA

Olga Kislova, CFA

Portfolio Manager
Linda Klingman

Linda Klingman

Head of Money Market Strategies
Patrick Kwok

Patrick Kwok, CFA

Portfolio Manager
Wei Li, Ph.D., CFA

Wei Li, Ph.D., CFA

Senior Portfolio Manager
Michael Lin

Michael Lin

Senior Portfolio Manager
Jonathan Liu

Jonathan Liu, CFA

Senior Portfolio Manager
Brian Luedtke

Brian Luedtke, CFA

Senior Portfolio Manager
John Majoros

John Majoros

Co-Head of Taxable SMA Strategies Senior Portfolio Manager
Stephen McCulloch

Stephen McCulloch, CFA

Associate Portfolio Manager
Kasey McCurdy

Kasey McCurdy, CFA

Portfolio Manager
Mark McKissick, CFA

Mark McKissick, CFA

Senior Portfolio Manager
Christian Menegatti, Ph.D.

Christian Menegatti, Ph.D.

Portfolio Manager
Karim Menoufy

Karim Menoufy

Portfolio Manager
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George Mylnikov, Ph.D.

Portfolio Manager Head of Quantitative Research
Chris Nagao

Chris Nagao

Trader Portfolio Manager
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Gretchen Novak, CFA

Senior Portfolio Manager
Ross Ondrusek

Ross Ondrusek, CFA, CFP®

Portfolio Manager
Lynn Paschen

Lynn Paschen

Senior Portfolio Manager
Jamie Peek

Jamie Peek

Trader Portfolio Manager
Nicole Perret-Gentil

Nicole Perret-Gentil

Portfolio Manager
Mathew Petty, CFA

Mathew Petty, CFA

Portfolio Manager
Kevin Phiengsai

Kevin Phiengsai

Associate Portfolio Manager
Alfonso Portillo, Jr.

Alfonso Portillo, Jr.

Senior Portfolio Manager
Jane Qin

Jane Qin

Portfolio Manager
Jesse Renda

Jesse Renda

Trader Associate Portfolio Manager
Tom Richmond

Tom Richmond

Co-Head of Taxable SMA Strategies Senior Portfolio Manager
David Rios

David Rios

Portfolio Manager
Erika Rodriguez

Erika Rodriguez

Trader Associate Portfolio Manager
Jonathan Roman

Jonathan Roman

Senior Portfolio Manager
Nicholas Rubino

Nicholas Rubino, CFA

Portfolio Manager
Jim Serhant

Jim Serhant, CFA

Senior Portfolio Manager
Kevin Shaughnessy

Kevin Shaughnessy, CFA

Senior Portfolio Manager
Christopher Sheehan

Christopher Sheehan

Trader Senior Portfolio Manager
Zifan Tang, Ph.D., CFA

Zifan Tang, Ph.D., CFA

Senior Portfolio Manager
Britt Tippett

Britt Tippett, CFA

Portfolio Manager
Cameron Ullyatt, CFA

Cameron Ullyatt, CFA

Senior Portfolio Manager
Elizabeth Xie, Ph.D., CFA

Elizabeth Xie, Ph.D., CFA

Senior Portfolio Manager
Aggie Zau

Agnes Zau, CFA

Portfolio Manager

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