Contact Us to Get Started
 
West Region
Barry Mendelson
Vice President
Tel: 415-636-5264
Barry.Mendelson@schwab.com
Adrienne Barrett
Business Development Manager
Tel: 415-667-3877
Adrienne.Barrett@schwab.com
Midwest Region
Brian McGinty
Vice President
Tel: 303-471-9737
Brian.McGinty@schwab.com
Jill Khashayar
Business Development Manager
Tel: 415-460-5455
Jill.Khashayar@schwab.com
Sunbelt Region
Scott Hoermann
Vice President
Tel: 727-289-3106
Scott.Hoermann@schwab.com
Open
Business Development Manager

Northeast & Mid-Atlantic Region
Andrew M. Cook
Vice President
Tel: 978-443-2111
Andrew.M.Cook@schwab.com
Open
Business Development Manager

Institutional Advisors or Registered Investment Advisors
Please contact your Regional Representative (map at left).
General Information
Schwab Funds
101 Montgomery Street
San Francisco, CA 94104
Tel: 877-824-5615
Ed Mercier
Vice President
Mutual Fund Clearing
Tel: (415) 667-8590
Ed.Mercier@schwab.com
Institutional Money Investors
If you are a large cash investor who is interested in same day settlement products, please contact:
Mitchell Zielezinski
Regional Director, Institutional Sales
Tel: 708-784-1460
Individual Investors
Schwab Funds are available at Schwab and other select broker dealers. Not all funds are available at each broker/dealer. If you are a Schwab customer please go to schwab.com/schwabfunds for additional information about Schwab Funds.