Meet our behavioral finance team
Led by Omar Aguilar, Ph.D., our team of behavioral finance professionals has decades of combined experience in behavioral research and analytics, implementation and portfolio construction. The team has inspired thousands of advisors to incorporate behavioral finance into their practices and client portfolios.
Omar Aguilar, Ph.D.
Chief Executive Officer and Chief Investment Officer
Leader with 25+ years’ experience studying and implementing behavioral economics and decision sciences
Mark Riepe, CFA
Managing Director, Head of Schwab Center for Financial Research
Author of numerous behavioral finance articles, including one with Nobel economics laureate Daniel Kahneman
Jake Gilliam, CFA, AIF®
Managing Director, Head of Portfolio Construction Solutions
Implements behavioral finance in multi-asset portfolio design and advisor model portfolio consultations
Emre Erdogan
Managing Director, Head of Quantitative Innovation
Combines traditional finance, behavioral finance and goal-based investing in portfolio construction
Natallia Yazhova
Director, Portfolio Construction Solutions
Leads Client Research and Insights team, analyzing investor behavior and trends for integration into investment solutions
Skander Soltani
Senior Research Analyst, Portfolio Construction Solutions
Conducts research combining behavioral finance insights with advanced data science methodologies
D.J. Tierney
Director, Head of Investment Portfolio Strategy Team, Senior Investment Portfolio Strategist
Key contributor to Schwab Asset Management’s behavioral finance program and presents to RIA clients and at industry conferences
Inga Rachwald
Director, Senior Investment Portfolio Strategist
Behavioral finance presenter for RIA clients and large RIA conferences; emphasis on the role of behavioral elements when building retirement income portfolios
Mike Savage, CFA
Director, Senior Investment Portfolio Strategist
Presenter on behavioral finance perspectives at Schwab client events and independent advisor symposiums
Learn more
To learn more about how our team can help you fine-tune your approach to behavioral finance, reach out to your Schwab Relationship Manager. We’re here to help with education, tools, strategies and more.