Asset Management

Asset Management
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Contact us

Find your sales representative’s contact information, as well as numbers for more general inquiries. Or call our sales desk at 877-824-5615.


We look forward to speaking with you.

Registered investment advisors

Sales management

Greg Laurence
Director
312-517-4025
Email

Sales Representatives

Find your representative below.

Sergio Lovato, CIMA®
Director
720-418-2183

Laura McDowell, CFP, CIMA®
Director
415-667-6322

Jake King
Director
617-261-7978

Chris Schneider, CIMA®
Director
312-517-4097

Shane Smith
Director
720-418-3824

Paul Scudellari, CFP®
Director
404-364-3072

Devere Jones
Director
312-550-6486

Andrew Torok, CFA®
Director
312-517-4450

Sam Lashin
Director
239-263-6877

Ned Seitler
Director
516-584-6861

Kristine Warner
Director
312-517-4076

Advisors affiliated with banks or broker-dealers

Sales management

Neil Hickey
Director
617-960-5217
Email

Sales Representatives

Find your representative below.

Download Coverage Map

Joe Cali, CIMA®, CPWA®
National Sales Manager Divisional Lead
720-418-5179

Dean Johnson, CFP®, CIMA®
Relationship Manager Divisional Lead
720-418-5097

Brendan Coleman
ThomasPartners Consultant
781-591-3366

National Account Executives

Gail Goulet
610-971-6599

Joe Tedesco
636-628-8947

To request more information about our investment products, please contact:

Laudus Funds
P.O. Box 219975
Kansas City, MO 64121-9975
800-447-3332

Schwab Funds
P.O. Box 219647
Kansas City, MO 64121-9647
800-407-0256