Our Team

Our team is ready to work with you.

We have built a team with a broad range of investment management expertise and an impressive depth of knowledge, thanks to their decades of experience.

Chief Investment Officers

  • Omar Aguilar, Ph.D.

    Chief Executive Officer, Chief Investment Officer

    Schwab Asset Management™

    Learn more about Omar >

  • Brett Wander, CFA®

    Managing Director
    Chief Investment Officer, Fixed Income and Tactical Solutions

    Schwab Asset Management™

    Learn more about Brett >


Investment Professionals

  • John Sturiale, CFP®

    Managing Director, Head of Product Management and Innovation

    Charles Schwab & Co., Inc.

    Learn more about John >

  • John Greves, CFA®

    Managing Director, Head of Multi-Asset Strategies

    Schwab Asset Management™

    Learn more about John >

  • Jake Gilliam, CFA®

    Managing Director, Head of Research and Analytics

    Charles Schwab & Co., Inc.

    Learn more about Jake >

  • Michael Bonardi

    Managing Director, Head of Multi-Asset Product Management and Innovation

    Charles Schwab & Co., Inc.

    Learn more about Michael >

  • Emre Erdogan, Ph.D., CFA®

    Managing Director, Head of Quantitative Innovation

    Schwab Asset Management™

    Learn more about Emre >

  • Tony Creasy, CFA®

    Senior Portfolio Manager

    Schwab Asset Management™

    Learn more about Tony >

  • Peter Bobick, CFP®

    Portfolio Strategist

    Charles Schwab & Co., Inc.

    Learn more about Peter >

  • Female avatar

    Jenny Doné

    Director, Specialty Products & Regulatory Relations
    Charles Schwab Trust Bank

    Learn more about Jenny >


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