Our team

Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.

Executive leader

Omar Aguilar

Omar Aguilar, Ph.D.

President, Chief Executive Officer, and Chief Investment Officer
Leadership team

Leadership team

Christopher Bliss, CFA

Christopher Bliss, CFA

Head of Equity Index Strategies
Patrick Cassidy, CFA

Patrick Cassidy, CFA

Chief Investment Officer of Fixed Income, Head of Trading and Capital Markets
Erika Doede, CFA

Erika Doede, CFA

Head of Business Excellence and Strategy
John Greves, CFA

John Greves, CFA

Head of Multi-Asset Strategies
Bill McMahon, CFA

Bill McMahon, CFA

Chief Investment Officer of Active Strategies
Amos Robinson

Amos Robinson

Head of Wealth and Asset Management Solutions
Jessica Seidlitz

Jessica Seidlitz

Chief Operating Officer, Chief Financial Officer
Carol Spain

Carol Spain

Head of Credit Research
John Sturiale, CFP®, AIF®

John Sturiale, CFP®, AIF®

Head of Product Management and Innovation
Nick Vassilos, CFA

Nick Vassilos, CFA

Head of Risk and Performance Analytics
Corporate business partners

Corporate business partners

Catherine MacGregor

Catherine MacGregor

Chief Legal Officer, Schwab Asset Management®
Stacy Niedermeier

Stacy Niedermeier

Finance Business Partner
Gabriel Schofield

Gabriel Schofield, CFA

Divisional Chief Information Officer, Wealth & Asset Management
Tammi Torgler

Tammi Torgler

Human Resources Business Partner

Interested in working with us?