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"We operate in an industry that has a reputation for selling products that are expensive, complex, or both. Our accomplished team stands out by keeping things straightforward, transparent and low-cost — and never straying from our strategy of seeing the world through clients’ eyes."

- Jonathan de St. Paer
President and Chief Executive Officer

 

Jonathan de St. Paer

President and Chief Executive Officer

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Jonathan de St. Paer

President and Chief Executive Officer

Jonathan de St. Paer is president and chief executive officer of Charles Schwab Investment Management, Inc. (CSIM). CSIM is one of the nation’s largest asset managers, and is the investment advisor to the Schwab Funds, Laudus Funds and Schwab ETFs.

Prior to his current role, Mr. de St. Paer held various leadership roles within CSIM, most recently leading the firm’s Strategy and Product Development, Product Management, Business Oversight and Governance teams. His previous roles include leading CSIM’s Strategy and Product Development team and overseeing product management and development for CSIM’s sub-advised Laudus Funds. He joined Charles Schwab & Co. in 2003.

Before joining Schwab, Mr. de St. Paer worked at McKinsey & Company, where he was a member of the Corporate Finance and Strategy practice. Earlier in his career, he worked in investment banking at Bear, Stearns & Co. Inc.
Mr. de St. Paer earned a Master of Business Administration with a major in finance from the Wharton School at the University of Pennsylvania and a Bachelor of Arts in political science from the University of California, San Diego.

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Omar Aguilar, Ph.D.

Senior Vice President and Chief Investment Officer, Equities and Multi-Asset Strategies

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Omar Aguilar, Ph.D.

Senior Vice President and Chief Investment Officer, Equities and Multi-Asset Strategies

Omar Aguilar joined Charles Schwab Investment Management, Inc. (CSIM) in April 2011 as Senior Vice President and Chief Investment Officer of Equities. Mr. Aguilar is responsible for CSIM's equity and asset allocation mutual funds, exchange traded funds (ETFs) and separately managed accounts. Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Prior to joining CSIM, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds. Mr. Aguilar also served as the head of quantitative research for Lehman Brothers' alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankers Trust.

Mr. Aguilar received a Bachelor of Science degree in actuarial sciences and a Graduate degree in applied statistics from the Mexico Autonomous Institute of Technology (ITAM). He was a Fulbright Scholar at Duke University's Institute of Statistics and Decisions Sciences, where he earned Master of Science and Doctorate degrees.

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Brett Wander, CFA

Senior Vice President and CSIM Chief Investment Officer, Fixed Income

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Brett Wander, CFA

Senior Vice President and CSIM Chief Investment Officer, Fixed Income

Brett Wander joined Charles Schwab Investment Management, Inc. (CSIM) in June 2011 as Senior Vice President and Chief Investment Officer, of Fixed Income. He is responsible for all aspects of the firm's fixed-income and money market portfolios, leading a team of more than a dozen investment professionals. Over his more than 20 years of investment management experience, Mr. Wander has been intimately involved in the design, development and oversight of a wide range of active, indexed and alternative fixed-income strategies. His expertise spans a wide range of global and domestic markets and sectors.

Prior to joining CSIM, Mr. Wander was senior managing director at State Street Global Advisors, where he managed and directed the firm's $30 billion active fixed-income enterprise. He also held senior fixed-income leadership positions at Loomis Sayles, State Street Research and Payden & Rygel. In those roles, he designed investment processes, developed risk-management methodologies, managed investment teams, and consistently generated strong investment performance track records.

Mr. Wander has published several articles on a variety of investment topics, including risk management, asset allocation, the analysis and use of hedge funds, the application of quantitative investment approaches, and other topics focusing on both theoretical and practical investment concepts. He is a frequent industry speaker, presenting at conferences and in various media forums. He has taught Master's level investment courses at the University of Southern California.

Mr. Wander earned a Master of Business Administration degree from the University of Chicago and a Bachelor of Science degree in System Science Engineering from the University of California, Los Angeles. He is a CFA® charterholder.

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Investor Stewardship Philosophy

Just as the investors in our equity funds generally have a long-term investment horizon, Charles Schwab Investment Management takes a long-term, measured approach to investor stewardship.

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