INVESTORGREG - Key Persons


Bruce Fenton - CEO

Job Titles:
  • Chief Executive Officer
Bruce Fenton is a Chief Executive Officer. He is responsible for all company operations, web solutions and marketing partnerships.

Charles Schwab

Charles Schwab is one of the biggest brokers in the industry today. They cater for investors of all experience levels. They have been in the industry since 1973 and they now have more than $3.18 trillion in client assets. In addition to offering the trading of securities, futures and options, they also have FDIC backed banking services and retirement account options. They play host to over 10.5 million brokerage accounts. They try to lead the way in the industry in terms of the latest trends. In 2017 they underwent a major overhaul of their commissions and fees. This saw Charles Schwab become a lot more competitive in terms of costs with the rest of the industry. This Charles Schwab broker review will look at the various aspects which makes it one of the market leaders.

Cory Mitchell

Cory Mitchell is a proprietary trader and Chartered Market Technician (CMT) specializing in short- to medium-term technical strategies. Mitchell's works have been published by Technical Analysis of Stock & Commodities magazine, Forbes Digital, Yahoo Finance, Investopedia, DailyFX, Benzinga, TraderHQ, ETFdatabase, CommodityHQ, and many others.

Kara Perez

Job Titles:
  • Kara Perez Author at InvestorGreg. Kara Has Been Featured in Forbes, Glamour, ABC Nightline News, and US News and World Report As a Financial Expert
Kara Perez author at InvestorGreg. Kara has been featured in Forbes, Glamour, ABC Nightline News, and US News and World Report as a financial expert.

Kate Leaman

Job Titles:
  • Editor in Chief and Author at Investor
Kate Leaman is the Editor in Chief and author at InvestorGreg. She won the Sky News Fiona McDiarmad award and subsequently became a journalist for Sky News.

Moriah Costa

Moriah Costa financial and business journalist. Her work has appeared in Thomson Reuters, the Arizona Republic, Washington Business Journal, Benzinga, and more.

Wealthfront It

Wealthfront is one of the most popular robo-advisors on the market right now, for a variety of different reasons. The lows fees and hands-off investment approach is very attractive among passive investors right now. Established in 2008, Wealthfront has a strong investment methodology, and investors are required to fill out a questionnaire to gauge their risk tolerance. Funds are then allocated to exchange traded funds (‘ETFs') and dynamically rebalanced when an asset class has moved away from its target allocation. Wealthfront offers a suite of free financial tools, even to users who are not signed up.