Our team
Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.
Executive leaders
Omar Aguilar, Ph.D.
Chief Executive Officer and Chief Investment Officer
Jonathan de St. Paer
President and Chief Operating Officer
Chief Investment Officers
Brett Wander, CFA
Managing Director and Chief Investment Officer of Fixed Income and Tactical Solutions
Bill McMahon, CFA
Managing Director and Chief Investment Officer of Active Equity Strategies
Senior leadership team
Patrick Cassidy, CFA
Managing Director and Head of Trading, Capital Markets, and Credit and Proxy Research
Erika Doede, CFA
Managing Director, Head of Business Strategy and Development
Amos Robinson
Managing Director, Head of Sales and Client Engagement
John Sturiale, CFP®, AIF®
Managing Director and Head of Product Management and Innovation
Investment professionals
Christopher Bliss, CFA
Managing Director, Head of Passive Equity Strategies
Maxwell Brantley, CFA
Portfolio Manager
Jeremy Brown, CFA
Portfolio Manager
Ruta Bruckute, CFA
Portfolio Manager
Horacio Carias, CFA
Portfolio Manager
Chris Casal
Portfolio Manager
Iain Clayton, CFA
Senior Portfolio Manager, Head of Quantitative Portfolio Management
James Cortez, CFA
Portfolio Manager
Chuck Craig, CFA
Senior Portfolio Manager
Tony Creasy, CFA
Senior Portfolio Manager
Brandon Cromer
Associate Portfolio Manager
Jason Diefenthaler
Senior Portfolio Manager and Co-Head for the Schwab Municipal Bond Funds
Brian Dixon, CFA
Senior Portfolio Manager
Anton Dorokhin, CFA
Portfolio Manager for the Tactical Multi-Asset Solutions
Holly Emerson, CFA
Portfolio Manager
Brian Ferry, CFA
Senior Portfolio Manager
Jonathan Feske, CFA
Senior Portfolio Manager
John Greves, CFA
Managing Director and Head of Multi-Asset Strategies
Daniel Griffith
Associate Portfolio Manager
Jiwei Gu, CFA
Portfolio Manager
Matt Hastings, CFA
Managing Director and Head of Taxable Bond Strategies
Drew Hayes, CFA
Portfolio Manager
Robert Helmstetler, CAIA
Portfolio Manager and Head of Wealth Portfolio Management
Brian Hillburn, CFA
Senior Portfolio Manager and Director of Fundamental Research
Steven Hung
Senior Portfolio Manager
Kelly Johnson, CFA, CAIA
Portfolio Manager, Fixed Income
Ferian Juwono, CFA
Senior Portfolio Manager
Dony Kang, CFA
Portfolio Manager
Brendan Kerr, CFA
Senior Portfolio Manager
John Khodarahmi
Senior Portfolio Manager
Olga Kislova, CFA
Portfolio Manager
Linda Klingman
Managing Director and Head of Money Market Strategies
Patrick Kwok, CFA
Portfolio Manager
Matt Lavoie, CFA
Associate Portfolio Manager
Wei Li, Ph.D., CFA
Senior Portfolio Manager
Michael Lin
Senior Portfolio Manager
Jonathan Liu, CFA
Senior Portfolio Manager
Brian Luedtke, CFA
Senior Portfolio Manager
John Majoros
Co-Head of Wasmer Schroeder Taxable Bond Strategies and a Senior Portfolio Manager
Stephen McCulloch, CFA
Associate Portfolio Manager
Kasey McCurdy, CFA
Portfolio Manager
Mark McKissick, CFA
Senior Portfolio Manager
Christian Menegatti, Ph.D.
Managing Director and Portfolio Manager for Tactical Multi-Asset Solutions
Karim Menoufy
Portfolio Manager
George Mylnikov, Ph.D.
Managing Director and Portfolio Manager and Head of Quantitative Research
Gretchen Novak, CFA
Senior Portfolio Manager
Lynn Paschen
Senior Portfolio Manager
Jamie Peek
Portfolio Manager
Nicole Perret-Gentil
Portfolio Manager
Kevin Phiengsai
Associate Portfolio Manager
Daniel Piquet, CFA
Portfolio Manager
Alfonso Portillo, Jr.
Senior Portfolio Manager
Jane Qin
Portfolio Manager
Tom Richmond
Co-Head of Wasmer Schroeder Taxable Bond Strategies and Senior Portfolio Manager
Emily Riddell, CFA
Senior Portfolio Manager
David Rios
Portfolio Manager
Jonathan Roman
Senior Portfolio Manager
Kenneth Salinger, CFA
Managing Director and Co-Head for the Schwab Municipal Bond Funds
Jim Serhant, CFA
Senior Portfolio Manager
Kevin Shaughnessy, CFA
Senior Portfolio Manager
Christopher Sheehan
Senior Portfolio Manager
Jane Shi, CFA
Portfolio Manager
Sabya Sinha
Portfolio Manager
Rayvon Solomon
Associate Portfolio Manager
Zifan Tang, Ph.D., CFA
Senior Portfolio Manager
Britt Tippett, CFA
Associate Portfolio Manager
Cameron Ullyatt, CFA
Senior Portfolio Manager
Agnes Zau, CFA
Portfolio Manager