CHARLES SCHWAB INVESTMENT MANAGEMENT - Key Persons


Abbas Hussain

Job Titles:
  • Director

Agnes Zau

Job Titles:
  • Portfolio Manager

Alfonso Portillo

Job Titles:
  • Senior Portfolio Manager

Amos Robinson

Job Titles:
  • Head of Wealth and Asset Management Solutions

Andrew Torok

Job Titles:
  • Director

Angel Romero - CMO

Job Titles:
  • Head of Marketing

Anton Dorokhin

Job Titles:
  • Portfolio Manager

Bill McMahon

Job Titles:
  • CIO of Active Equity Strategies

Brendan Kerr

Job Titles:
  • Senior Portfolio Manager

Brett Wander

Job Titles:
  • CIO of Fixed Income and Tactical Solutions

Brian Dixon

Job Titles:
  • Senior Portfolio Manager

Brian Enkhbat

Job Titles:
  • Associate Portfolio Manager

Brian Ferry

Job Titles:
  • Senior Portfolio Manager

Brian Hillburn

Job Titles:
  • Senior Portfolio Manager and Director of Fundamental Research

Brian Luedtke

Job Titles:
  • Senior Portfolio Manager

Britt Tippett

Job Titles:
  • Portfolio Manager

Cameron Ullyatt

Job Titles:
  • Senior Portfolio Manager

Carolyn Vaeth

Job Titles:
  • Director, National Accounts Institutional Sales

Catherine MacGregor - Chief Legal Officer

Job Titles:
  • Chief Legal Officer

Chris Casal

Job Titles:
  • Portfolio Manager

Chris Jacobs

Job Titles:
  • Director

Chris Nagao

Job Titles:
  • Portfolio Manager

Chris Schneider

Job Titles:
  • Director

Christian Menegatti

Job Titles:
  • Portfolio Manager for Tactical Multi - Asset Solutions

Christopher Bliss

Job Titles:
  • Head of Passive Equity Strategies

Christopher Sheehan

Job Titles:
  • Senior Portfolio Manager

Daniel Griffith

Job Titles:
  • Associate Portfolio Manager

David Rios

Job Titles:
  • Portfolio Manager

Devere Jones

Job Titles:
  • Director

Dony Kang

Job Titles:
  • Portfolio Manager

Drew Hayes

Job Titles:
  • Portfolio Manager

Elizabeth Xie

Job Titles:
  • Senior Portfolio Manager

Erika Doede

Job Titles:
  • Head of Business Strategy and Development

Erika Rodriguez

Job Titles:
  • Associate Portfolio Manager

Ferian Juwono

Job Titles:
  • Senior Portfolio Manager

Gail Goulet

Job Titles:
  • Director, Head of National Accounts Institutional Sales

George Mylnikov

Job Titles:
  • Portfolio Manager and Head of Quantitative Research

Greg Laurence

Job Titles:
  • Director, Head of RIA Distribution

Gretchen Novak

Job Titles:
  • Senior Portfolio Manager

Holly Emerson

Job Titles:
  • Senior Portfolio Manager

Horacio Carias

Job Titles:
  • Portfolio Manager

Iain Clayton

Job Titles:
  • Senior Portfolio Manager, Head of Quantitative Portfolio Management

Jake King

Job Titles:
  • Director

James Cortez

Job Titles:
  • Senior Portfolio Manager

James Ferrarelli

Job Titles:
  • Divisional Chief Information Officer of Technology

Jamie Peek

Job Titles:
  • Portfolio Manager

Jane Qin

Job Titles:
  • Portfolio Manager

Jane Shi

Job Titles:
  • Portfolio Manager

Jason Diefenthaler

Job Titles:
  • Head of Tax - Exempt Strategies

Jeremy Brown

Job Titles:
  • Senior Portfolio Manager

Jessica Seidlitz

Job Titles:
  • Compliance Officer
  • Deputy Chief

Jim Hester

Job Titles:
  • Associate Portfolio Manager

Jim Serhant

Job Titles:
  • Senior Portfolio Manager

Jiwei Gu

Job Titles:
  • Portfolio Manager

Joe Tedesco

Job Titles:
  • Director, National Accounts Institutional Sales

Joe Wraga

Job Titles:
  • Director, Consultant Relations and Field Sales

John Greves

Job Titles:
  • Head of Multi - Asset Strategies

John Khodarahmi

Job Titles:
  • Senior Portfolio Manager

John Majoros

Job Titles:
  • Co - Head of Taxable SMA Strategies and Senior Portfolio Manager

Jonathan Day

Job Titles:
  • Associate Portfolio Manager

Jonathan Feske

Job Titles:
  • Senior Portfolio Manager

Jonathan Liu

Job Titles:
  • Senior Portfolio Manager

Jonathan Roman

Job Titles:
  • Senior Portfolio Manager

Joselle Duncan

Job Titles:
  • Portfolio Manager

Julia Robichaud

Job Titles:
  • Client Analyst

Karim Menoufy

Job Titles:
  • Portfolio Manager

Kasey McCurdy

Job Titles:
  • Portfolio Manager

Kenneth Salinger

Job Titles:
  • Head of Municipal Bond Funds

Kevin Phiengsai

Job Titles:
  • Associate Portfolio Manager

Kevin Shaughnessy

Job Titles:
  • Senior Portfolio Manager

Kristine Warner

Job Titles:
  • Director

Laura McDowell

Job Titles:
  • Director

Linda Klingman

Job Titles:
  • Head of Money Market Strategies

Lynn Paschen

Job Titles:
  • Senior Portfolio Manager

Mark Branish

Job Titles:
  • Director, Consultant Relations and Field Sales

Mark McKissick

Job Titles:
  • Senior Portfolio Manager

Mathew Petty

Job Titles:
  • Portfolio Manager

Matt Hastings

Job Titles:
  • Head of Taxable Bond Strategies

Matt Lavoie

Job Titles:
  • Associate Portfolio Manager

Maxwell Brantley

Job Titles:
  • Portfolio Manager

Michael F. Hogan - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Michael Lin

Job Titles:
  • Senior Portfolio Manager

Mike Harrington

Job Titles:
  • Director, Head of Consultant Relations and Field Sales

Neil Hickey

Job Titles:
  • Director

Nicole Perret-Gentil

Job Titles:
  • Portfolio Manager

Olga Kislova

Job Titles:
  • Portfolio Manager

Omar Aguilar - CEO, Chief Investment Officer

Job Titles:
  • Chief Executive Officer
  • Chief Investment Officer

Patrick Cassidy

Job Titles:
  • Head of Trading, Capital Markets, and Credit and Proxy Research

Patrick Kwok

Job Titles:
  • Portfolio Manager

Paula Boyd

Job Titles:
  • Director

Rayvon Solomon

Job Titles:
  • Associate Portfolio Manager

Ruta Bruckute

Job Titles:
  • Portfolio Manager

Ryan Hook

Job Titles:
  • Senior Portfolio Manager

Shane Smith

Job Titles:
  • Director

Stephen McCulloch

Job Titles:
  • Associate Portfolio Manager

Steven Hung

Job Titles:
  • Senior Portfolio Manager

Tammi Torgler

Job Titles:
  • Human Resources Business Partner

Tom Richmond

Job Titles:
  • Co - Head of Taxable SMA Strategies and Senior Portfolio Manager

Tony Creasy

Job Titles:
  • Senior Portfolio Manager

Tyson Schwartz

Job Titles:
  • Director

Wei Li

Job Titles:
  • Senior Portfolio Manager

Zifan Tang

Job Titles:
  • Senior Portfolio Manager