John Sturiale, CFP, AIF
John Sturiale is a Senior Vice President and Head of Sales and Client Relations supporting Schwab Asset Management Solutions. He leads distribution and client relations for Schwab’s ETFs and mutual funds, the Charles Schwab Trust Bank Collective Investment Trusts (CITs), and all CSIM-managed separate account strategies including the ThomasPartners, Windhaven, and Wasmer Schroeder strategies.
Prior to leading this team, Mr. Sturiale led the product management and client portfolio strategist teams for CSIM. He also spent time as a portfolio manager and head of the business line for the CITs. He oversaw the team responsible for growing the CITs from start up to $13 billion in assets. Mr. Sturiale has more than 30 years of institutional investment experience. Prior to joining Schwab, Mr. Sturiale was a portfolio manager for the retirement plan services group at National City Bank for three years. He also spent seven years as an investment analyst and senior portfolio manager with Goodyear Tire & Rubber Company, where he was part of the team responsible for the investment of Goodyear’s $2.5 billion defined benefit pension plan. Mr. Sturiale developed the Sturiale Consistency Ratio (SCR), a measure used by advisers in the industry to analyze the frequency and magnitude of a mutual fund’s outperformance versus a benchmark. He is also a frequent speaker at industry events addressing trends and developments in the institutional asset management area.
Mr. Sturiale earned a Master of Business Administration from Ashland University and a Bachelor of Science in finance from The University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary® designee, and holds Series 7, 24, and 66 licenses.