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 Officer

Omar Aguilar, Ph.D.

President, Chief Executive Officer, and Chief Investment Officer
Schwab Asset Management®
Learn more about Omar >

Investment Professionals

John Sturiale, CFP®

Head of Investment Products & Solutions
Charles Schwab & Co., Inc.
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Managing Director, Head of Multi-Asset Strategies

John Greves, CFA

Managing Director, Head of Multi-Asset Strategies
Schwab Asset Management®
Learn more about John >
Jake Gilliam, CFA

Managing Director, Head of Portfolio Construction Solutions
Charles Schwab & Co., Inc.
Learn more about Jake >
Michael Bonardi

Head of Active and Multi-Asset Investment Products & Solutions
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 >
Inga Rachwald

Director, Senior Investment Portfolio Strategist
Charles Schwab & Co., Inc.
Learn more about Inga >

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

Our team is ready to work with you.

Chief Investment Officer

Omar Aguilar, Ph.D.

Investment Professionals

John Sturiale, CFP®

John Greves, CFA

Jake Gilliam, CFA

Michael Bonardi

Emre Erdogan, Ph.D., CFA

Tony Creasy, CFA

Inga Rachwald