John Sturiale, CFP®, AIF®
John Sturiale is a Managing Director and Head of Product Management and Strategy supporting Schwab Asset Management Solutions™ (SAMS). Mr. Sturiale leads the teams responsible for product strategy, product development and management, and client experience for the Schwab ETFs, Schwab Funds, Laudus Funds, and separate account strategies managed by Schwab Asset Management™ and Charles Schwab Investment Advisory, Inc., and the Charles Schwab Trust Bank Collective Investment Trusts (CITs).
Mr. Sturiale has more than 30 years’ experience in the investment and financial services industry. Prior to his current role, Mr. Sturiale was Head of Sales and Client relations where he led the team responsible for distribution and client relations supporting SAMS. Previously, he led the product management and client portfolio strategist teams for Schwab Asset Management. He also spent time as a portfolio manager and head of the business line for the CITs. He oversaw the team responsible for growing the CITs from start up to $13 billion in assets. Prior to joining Schwab, Mr. Sturiale was a portfolio manager for the retirement plan services group at National City Bank for three years. He also spent seven years as an investment analyst and senior portfolio manager with Goodyear Tire & Rubber Company, where he was part of the team responsible for the investment of Goodyear’s $2.5 billion defined benefit pension plan. Mr. Sturiale developed the Sturiale Consistency Ratio (SCR), a measure used by advisers in the industry to analyze the frequency and magnitude of a mutual fund’s outperformance versus a benchmark. He is also a frequent speaker at industry events addressing trends and developments in the institutional asset management area.
Mr. Sturiale earned a Master of Business Administration from Ashland University and a Bachelor of Science in finance from The University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary® designee, and holds Series 7, 24, and 66 licenses.
The Charles Schwab Trust Bank Collective Investment Trusts are collective investment trusts maintained by Charles Schwab Trust Bank (CSTB) as trustee. The Trusts are not sold by prospectus and are available for investment only by eligible retirement plans and entities. Charles Schwab Investment Management, Inc. (CSIM) is engaged by CSTB to provide non-discretionary advisory services to the CITs. CSTB and CSIM are separate but affiliated companies and subsidiaries of the Charles Schwab Corporation.