Since 1997, the Schwab Center for Financial Research (SCFR) has provided top-quality research, timely market insights, and practical guidance to help investors make better decisions. Schwab experts are featured regularly in the news media, sharing their views on topics including markets, the economy, financial and retirement planning, portfolio management, wealth management, and investment strategy.

Those who work in or with SCFR include:

• Hayden Adams, Director of Tax Planning and Wealth Management
• Emily Doak, Director of ETF and Index Fund Research
• Jim Ferraioli, Director of Digital Currencies Research and Strategy
• Rob Fleming, Senior Market Analyst
• Michelle Gibley, Director of International Equity Research and Strategy
• Kevin Gordon, Director, Head of Macro Research and Strategy
• Cooper Howard, Director of Fixed Income Research and Strategy
• Michael Iachini, Head of Investment Manager Research
• Austin Jarvis, Director of Estate, Trust and High-Net-Worth Tax Planning
• Kathy Jones, Chief Fixed Income Strategist
• Chris Kawashima, Director of Financial Planning and Wealth Management
• Collin Martin, Head of Fixed Income Research and Strategy
• Kasey McCurdy, Chief Portfolio Strategist, Schwab Wealth Advisory
• Christian Menegatti, Head of Investment Research and Strategy
• Nathan Peterson, Director of Derivatives Research and Strategy
• Mark Riepe, Head of the Schwab Center for Financial Research
• Liz Ann Sonders, Chief Investment Strategist
• Michael Townsend, Managing Director, Legislative and Regulatory Affairs
• Rob Williams, Head of Financial Planning and Wealth Management