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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

Chief Executive Officer

Jonathan de St. Paer

President

Chief Investment Officers

Omar Aguilar, Ph.D.

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

Brett Wander, CFA

Senior Vice President, Chief Investment Officer of Fixed Income

Bill McMahon

Senior Vice President Chief Investment Officer of Active Equity Strategies

Senior leadership team

David Botset

Senior Vice President, Strategy and Product

Kelly Briden

Vice President, Head of Investment Management Marketing

Patrick Cassidy, CFA

Senior Vice President, Head of Investment Research and Oversight

James Ferrarelli

Vice President, Head of Technology

Mark Fischer

Vice President, Fund Administration and Finance Chief Financial Officer, Schwab Funds, Laudus Funds, and Schwab ETFs

Jennifer Hafner

Vice President, Head of Governance, Board Relations, and Business Oversight

Michael F. Hogan

Senior Vice President, Chief Compliance Officer

David Lekich

Senior Vice President, Chief Counsel
Bryan Olson

Bryan Olson, CFA

Senior Vice President Head of Investment Analytics, Trading, Operations, and Data

George Pereira

Senior Vice President, Chief Operating Officer and Chief Financial Officer

John Sturiale, CFP

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
Chuck Craig, CFA

Chuck Craig, CFA

Senior Portfolio Manager

Tony Creasy, CFA

Senior Portfolio Manager
Holly Emerson, CFA

Holly Emerson, CFA

Portfolio Manager

Jonathan Feske, CFA

Portfolio Manager
John Greves, CFA

John Greves, CFA

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

Matthew Hastings, CFA

Vice President, Head of Taxable Bond Strategies
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., CFA

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, 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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