Our team
Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.
Executive leaders
Rick Wurster
Head of Schwab Asset Management Solutions, Chief Executive Officer
Jonathan de St. Paer
President and Chief Operating Officer, Charles Schwab Investment Management, Inc., Senior Vice President and Chief Operating Officer, Charles Schwab Investment Advisory, Inc.
Chief Investment Officers
Omar Aguilar, Ph.D.
Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Brett Wander, CFA
Senior Vice President, Chief Investment Officer of Fixed Income Strategies
Bill McMahon, CFA
Senior Vice President, Chief Investment Officer of Active Equity Strategies
Senior leadership team
Kelly Briden
Vice President, Head of Investment Management Marketing
Patrick Cassidy, CFA
Senior Vice President, Head of Credit and Proxy Research
James Ferrarelli
Vice President, Divisional Chief Information Officer of Technology
Michael F. Hogan
Senior Vice President, Chief Compliance Officer
David Lekich
Senior Vice President, Chief Counsel
Amos Robinson
Vice President Head of Sales and Client Engagement
John Sturiale, CFP, AIF
Senior Vice President, Head of Sales and Client Relations
Shanna Weber
Vice President, Asset Management Strategy and Employee Development
Investment professionals
Christopher Bliss, CFA
Vice President, 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
Vice President, Head of Multi-Asset Strategies
Matt Hastings, CFA
Vice President, Head of Taxable Bond Strategies
Drew Hayes, CFA
Portfolio Manager
Steven Hung
Senior Portfolio Manager
Ferian Juwono, CFA
Senior Portfolio Manager
John Khodarahmi
Senior Portfolio Manager
Linda Klingman
Vice President, 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
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
Vice President, Head of Tax-Exempt Bond Strategies
Kevin Shaughnessy, CFA
Senior Portfolio Manager
Jane Shi, CFA
Portfolio Manager
Sabya Sinha
Portfolio Manager
Jonas Svallin, CFA
Vice President, Head of Active Equity
Zifan Tang, Ph.D., CFA
Senior Portfolio Manager
Cameron Ullyatt, CFA
Senior Portfolio Manager