
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
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Omar Aguilar, Ph.D.
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Brett Wander, CFA®
Managing Director
Chief Investment Officer, Fixed Income and Tactical SolutionsSchwab Asset Management™
Investment Professionals
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John Sturiale, CFP®
Managing Director, Head of Product Management and Innovation
Charles Schwab & Co., Inc.
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John Greves, CFA®
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Jake Gilliam, CFA®
Managing Director, Head of Research and Analytics
Charles Schwab & Co., Inc.
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Michael Bonardi
Managing Director, Head of Multi-Asset Product Management and Innovation
Charles Schwab & Co., Inc.
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Emre Erdogan, Ph.D., CFA®
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Tony Creasy, CFA®
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Peter Bobick, CFP®
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Jenny Doné
Director, Specialty Products & Regulatory Relations
Charles Schwab Trust Bank
Learn more about Jenny >