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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

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

David Botset

Senior Vice President, Head of Strategy and Product
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, Head of Technology
Mark Fischer

Mark Fischer

Vice President, Chief Financial Officer
Jennifer Hafner

Jennifer Hafner

Vice President, Head of Program Office, Board Management, TDA Integration, and Business and Regulatory Communications
Michael F. Hogan

Michael F. Hogan

Senior Vice President, Chief Compliance Officer
David Lekich

David Lekich

Senior Vice President, Chief Counsel
Bryan Olson

Bryan Olson, CFA

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

George Pereira

Senior Vice President, Chief Operating Officer and Chief Financial Officer
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
Chuck Craig, CFA

Chuck Craig, CFA

Senior Portfolio Manager
Tony Creasy

Tony Creasy, CFA

Senior Portfolio Manager
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
Paul Holmquist

Paul Holmquist, 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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