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

David Botset
Senior Vice President, Head of Strategy and Product

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

Mark Fischer
Vice President, Chief Financial Officer

Jennifer Hafner
Vice President, Head of Program Office, Board Management, TDA Integration, and Business and Regulatory Communications

Michael F. Hogan
Senior Vice President, Chief Compliance Officer

David Lekich
Senior Vice President, Chief Counsel

Bryan Olson, CFA
Senior Vice President, Chief Operating Officer, Head of Investment Analytics, Trading, Operations, and Data

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

Chuck Craig, CFA
Senior Portfolio Manager

Tony Creasy, CFA
Senior Portfolio Manager

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

Paul Holmquist, 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