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Our team

Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.

Executive leaders

Rick Wurster

Rick Wurster

Head of Schwab Asset Management Solutions, Chief Executive Officer
Jonathan de St. Paer

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

Omar Aguilar, Ph.D.

Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Brett Wander

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

Kelly Briden

Kelly Briden

Vice President, Head of Investment Management Marketing
Patrick Cassidy

Patrick Cassidy, CFA

Senior Vice President, Head of Credit and Proxy Research
James Ferrarelli

James Ferrarelli

Vice President, Divisional Chief Information Officer of Technology
Michael F. Hogan

Michael F. Hogan

Senior Vice President, Chief Compliance Officer
David Lekich

David Lekich

Senior Vice President, Chief Counsel
Amos Robinson

Amos Robinson

Vice President Head of Sales and Client Engagement
John Sturiale

John Sturiale, CFP, AIF

Senior Vice President, Head of Sales and Client Relations
Shanna Weber

Shanna Weber

Vice President, Asset Management Strategy and Employee Development

Investment professionals

Christopher Bliss, CFA

Christopher Bliss, CFA

Vice President, Head of Passive Equity Strategies
Jeremy Brown

Jeremy Brown

Portfolio Manager
Iain Clayton

Iain Clayton, CFA

Senior Portfolio Manager
James Cortez

James Cortez, CFA

Portfolio Manager
Chuck Craig, CFA

Chuck Craig, CFA

Senior Portfolio Manager
Tony Creasy

Tony Creasy, CFA

Senior Portfolio Manager
Jason Diefenthaler

Jason Diefenthaler

Senior Portfolio Manager Head of Wasmer Municipal Bond Strategies
Holly Emerson

Holly Emerson, CFA

Portfolio Manager
Jonathan Feske

Jonathan Feske, CFA

Portfolio Manager
John Greves, CFA

John Greves, CFA

Vice President, Head of Multi-Asset Strategies
Matthew Hastings, CFA

Matt Hastings, CFA

Vice President, Head of Taxable Bond Strategies

Drew Hayes, CFA

Portfolio Manager
Steven Hung

Steven Hung

Senior Portfolio Manager
Ferian Juwono

Ferian Juwono, CFA

Senior Portfolio Manager
John Khodarahmi

John Khodarahmi

Senior Portfolio Manager
Linda Klingman

Linda Klingman

Vice President, Head of Money Market Strategies
Patrick Kwok

Patrick Kwok, CFA

Portfolio Manager
Wei Li, Ph.D., CFA

Wei Li, Ph.D., CFA

Senior Portfolio Manager
Michael Lin

Michael Lin

Senior Portfolio Manager
Mark McKissick, CFA

Mark McKissick, CFA

Senior Portfolio Manager
Lynn Paschen

Lynn Paschen

Senior Portfolio Manager
Nicole Perret-Gentil

Nicole Perret-Gentil

Portfolio Manager
Daniel Piquet, CFA

Daniel Piquet, CFA

Portfolio Manager
Alfonso Portillo, Jr.

Alfonso Portillo, Jr.

Senior Portfolio Manager
Jane Qin

Jane Qin

Portfolio Manager
David Rios

David Rios

Portfolio Manager
Jonathan Roman

Jonathan Roman

Senior Portfolio Manager
Kenneth Salinger, CFA

Kenneth Salinger, CFA

Vice President, Head of Tax-Exempt Bond Strategies
Kevin Shaughnessy, CFA

Kevin Shaughnessy, CFA

Senior Portfolio Manager
Jane Shi

Jane Shi, CFA

Portfolio Manager
Sabya Sinha

Sabya Sinha

Portfolio Manager
Jonas Svallin, CFA

Jonas Svallin, CFA

Vice President, Head of Active Equity
Zifan Tang, Ph.D., CFA

Zifan Tang, Ph.D., CFA

Senior Portfolio Manager
Cameron Ullyatt, CFA

Cameron Ullyatt, CFA

Senior Portfolio Manager

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