Meet our dedicated team
Our team of CFA®, CFP®, Ph.D.'s are dedicated to multi-asset portfolio management and advanced research. We seek to provide advisors with customized services and support including model portfolio evaluations and tailored asset allocation insights and resources.
Omar Aguilar, Ph.D.
Chief Executive Officer and Chief Investment Officer, Schwab Asset Management
John Sturiale, CFP®, AIF®
Managing Director, Head of Product Management and Innovation, Charles Schwab & Co., Inc.
Jake Gilliam, CFA, AIF®
Managing Director, Head of Portfolio Construction Solutions, Charles Schwab & Co., Inc.
Michael Bonardi
Managing Director, Head of Active and Multi- Asset Product Management and Innovation, Charles Schwab & Co., Inc.
John Greves, CFA
Managing Director, Head of Multi-Asset Strategies, Schwab Asset Management
Emre Erdogan, Ph.D., CFA
Managing Director, Head of Quantitative Innovation, Schwab Asset Management
Natallia Yazhova
Director, Portfolio Construction Solutions, Schwab Asset Management
Tony Creasy, CFA
Senior Portfolio Manager, Schwab Asset Management
Zifan Tang, Ph.D., CFA
Senior Portfolio Manager, Schwab Asset Management
Andrew King, CFA
Director, Head of Investment Manager Research, Schwab Asset Management
Nick Vassilos, CFA
Managing Director, Head of Risk and Performance Analytics, Schwab Asset Management
Christopher Bliss, CFA
Managing Director, Head of Equity Index Strategies, Schwab Asset Management
Matt Hastings, CFA
Managing Director, Head of Bond Index Strategies, Schwab Asset Management
Chris Johnson
Managing Director, Global Head of Trading, Charles Schwab & Co., Inc., Schwab Asset Management
Learn more
To learn more about how our team can help you fine-tune your approach to portfolio construction, reach out to your sales representative. We’re here to help with education, tools, strategies and more.