Schwab Center for Financial Research

Since 1997, the Schwab Center for Financial Research (SCFR) has provided top-quality research, timely market insights, and practical guidance to help investors make better decisions. Schwab experts are featured regularly in the news media, sharing their views on topics including markets, the economy, financial and retirement planning, portfolio management, wealth management, and investment strategy. SCFR also produces Schwab Equity Ratings.

Those who work in or with SCFR include:

• Hayden Adams, Director of Tax and Wealth Management
• Emily Doak, Director of ETF and Index Fund Research
• Michelle Gibley, Director of International Research
• Kevin Gordon, Director, Senior Investment Strategist
• Steven P. Greiner, Managing Director, Schwab Equity Ratings
• Susan Hirshman, Director, Wealth Management
• Cooper Howard, Director, Fixed Income Strategist
• Michael Iachini, Managing Director, Head of Manager Research
• Austin Jarvis, Director of Estate, Trust and High-Net-Worth Tax
• Kathy Jones, Managing Director, Chief Fixed Income Strategist
• Chris Kawashima, Director, Financial Planning
• Jeffrey Kleintop, Managing Director, Chief Global Investment Strategist
• Collin Martin, Director, Fixed Income Strategist
• Nate Peterson, Director of Derivatives Analysis
• Mark Riepe, Managing Director, Head of the Schwab Center for Financial Research
• Liz Ann Sonders, Managing Director, Chief Investment Strategist
• Michael Townsend, Managing Director, Legislative and Regulatory Affairs
• Rob Williams, Managing Director, Financial Planning, Retirement Income and Wealth Management