D.J. Tierney

Managing Director and Client Portfolio Strategist
Charles Schwab & Co.

D.J. Tierney is a Managing Director and Client Portfolio Strategist at Charles Schwab & Co supporting Charles Schwab Investment Management, Inc. In this role, he represents Schwab ETFs™ to sales channels, clients, and the media. He also works with CSIM’s product team to optimize Schwab’s ETF offerings. Mr. Tierney assists in managing relationships and communications for Schwab ETFs with authorized participants, broker-dealers, and regulatory agencies. Prior to joining Schwab in December 2016, Mr. Tierney spent 16 years with Morgan Stanley as a senior institutional sales, trading, and relationship management professional. Mr. Tierney earned a BA in economics from the University of California, Los Angeles, and an MBA from the University of California, Berkeley, Haas School of Business.

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Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Investment Insights

Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.