Schwab Private Client Investment Advisory

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Schwab Private Client Investment Advisory Employees

Employee
Years
Job
Industry
Carleton McDonald, MS Carleton McDonald, MS Indianapolis, Indiana Area Details
Carleton McDonald, MS's Schwab Private Client Investment Advisory Experience 2014 - Present
Job Portfolio Consultant at Schwab Private Client, Investment Advisory
Industry Financial Services
Experience
Schwab Private Client, Investment Advisory  2014 - Present
Schwab Private Client, Investment Advisory  June 2012 - August 2014
Charles Schwab  November 2009 - June 2012
Target  January 2009 - December 2009
Indiana Farm Bureau Insurance  June 2008 - August 2008

Education
College for Financial Planning   2012 — 2015
Certified Financial Planner, Financial Planning

Valparaiso University   2007 — 2008
MS, International Commerce and Policy

Purdue University   2002 — 2007
BS, Consumer and Family Sciences

Kyle Kraus, CFP® Kyle Kraus, CFP® Peoria, Arizona Details
Kyle Kraus, CFP®'s Schwab Private Client Investment Advisory Experience March 2011 - November 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
Peoria Chamber of Commerce  September 2014 - Present
Principal Financial Group  November 2013 - March 2015
Schwab Private Client Investment Advisory   March 2011 - November 2013
Charles Schwab  September 2008 - March 2011
Brandes Investment Partners  April 2001 - July 2006
TD Waterhouse  July 1999 - April 2001

Education
College for Financial Planning   2011 — 2011
AAMS, Accredited Asset Management Specialist

Point Loma Nazarene University   2003 — 2006
MBA, Business, Leadership

Southern Methodist University   1989 — 1993
BS, Economics w/ Finance Applications

LJHS

Bryon Geman Bryon Geman Denver, Colorado Details
Bryon Geman's Schwab Private Client Investment Advisory Experience October 2014 - Present
Job at
Industry Financial Services
Experience
Schwab Private Client Investment Advisory   October 2014 - Present
Charles Schwab  May 2013 - October 2014
Charles Schwab  September 2012 - April 2013
JP Morgan Chase  April 2009 - September 2012
Spicy Pickle Franchising Company   September 2006 - April 2008

Skills
Financial Analysis, Securities, Customer Service, Microsoft Excel, Cash Management, Retail Banking, Financial Services, Series 7, Series 63, Series 66, Analysis, Corporate Finance, Risk Management, Strategic Financial...

Education
University of Colorado at Denver   2008 — 2012
Bachelor of Arts (B.A.), Economics

Jason Abar, MBA, CFP® Jason Abar, MBA, CFP® Greater Denver Area Details
Jason Abar, MBA, CFP®'s Schwab Private Client Investment Advisory Experience December 2014 - Present
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Investment Management
Experience
Schwab Private Client Investment Advisory   December 2014 - Present
Reilly Financial Advisors  January 2013 - December 2014
Curian Capital LLC  February 2011 - December 2012
MML Investors Services, Inc.   November 2003 - February 2011
Charles Schwab  June 1998 - December 2001

Education
University of Colorado at Denver   2002 — 2003
MBA, Business Administration and Management, General

University of Colorado at Boulder - Leeds School of Business   1996 — 1998
BS, Finance

Thomas Cook, CFA Thomas Cook, CFA Orlando, Florida Area Details
Thomas Cook, CFA's Schwab Private Client Investment Advisory Experience January 2014 - June 2014
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group  June 2014 - Present
Schwab Private Client Investment Advisory   January 2014 - June 2014
The Newport Group  June 2011 - January 2014
The Newport Group  February 2010 - June 2011
The Newport Group  December 2007 - February 2010
Florida Municipal Power Agency  July 2007 - December 2007
Bank of America  December 2006 - June 2007

Education
Indiana University - Kelley School of Business   2008 — 2009
MS, Finance

Indiana University - Kelley School of Business   2006 — 2008
MBA, Finance

Davidson College   2002 — 2006
BA, Economics

The London School of Economics and Political Science (LSE)   2005 — 2005
Economics

East Grand Rapids High School   1998 — 2002

Karen Sherlock MS, CFP® Karen Sherlock MS, CFP® Phoenix, Arizona Area Details
Karen Sherlock MS, CFP®'s Schwab Private Client Investment Advisory Experience June 2012 - Present
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Schwab Private Client Investment Advisory   June 2012 - Present
Schwab Private Client Investment Advisory   October 2010 - June 2012
Charles Schwab  March 2010 - October 2011

Skills
Portfolio Management, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Asset Management, Series 63

Education
College for Financial Planning   2011 — 2014
Master’s Degree, Financial Planning and Services

Arizona State University   1979 — 1983
BS Marketing, Marketing

Mariza (Mariza Huang) Wultsch, CFP®, MBA Mariza (Mariza Huang) Wultsch, CFP®, MBA San Francisco, California Details
Mariza (Mariza Huang) Wultsch, CFP®, MBA's Schwab Private Client Investment Advisory Experience August 2011 - October 2012
Job Senior Associate Consulant at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins  September 2014 - Present
Charles Schwab  October 2012 - May 2013
Schwab Private Client Investment Advisory   August 2011 - October 2012
Charles Schwab & Co., Inc.   October 2009 - July 2011
Arizona Commerce Authority  July 2006 - July 2009

Skills
Mutual Funds, Sales, Asset Allocation, Market Research, Business Strategy, Project Management, Analysis, Portfolio Management, Series 63, Series 7, Business Development, Finance, Marketing, Financial Analysis, Microsoft Office, Brokerage, Entrepreneurship, Strategic Planning, Data Analysis, Statistics

Education
Thunderbird School of Global Management   2005 — 2006
MBA, International Trade

Thunderbird School of Global Management   2005 — 2006
MBA, International Management

Arizona State University   2001 — 2004
Bachelor, Finance

Arizona State University - W. P. Carey School of Business   2001 — 2004
Finance, Finance

Chaparral High School   1998 — 2001

Taipei American School   1992 — 1996

Tate Matthews, CFP® Tate Matthews, CFP® Greater Denver Area Details
Tate Matthews, CFP®'s Schwab Private Client Investment Advisory Experience January 2012 - Present
Job Portfolio Consultant Schwab Private Client Investment Advisory
Industry Investment Management
Experience
Schwab Private Client Investment Advisory   January 2012 - Present
Charles Schwab  April 2011 - December 2011
Charles Schwab  January 2005 - April 2011

Education
Colorado State University   1993 — 1997
BS, Biology

Bill Thatcher, CFA, CAIA Bill Thatcher, CFA, CAIA Phoenix, Arizona Area Details
Bill Thatcher, CFA, CAIA's Schwab Private Client Investment Advisory Experience November 2013 - Present
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Schwab Private Client Investment Advisory   November 2013 - Present
Mercer Investment Consulting  September 2006 - July 2013
Commonfund Securities   September 2001 - August 2006
Commonfund Securities   July 1998 - September 2001
Fuller and Associates   August 1992 - May 1993
ABN AMRO Bank  April 1991 - July 1992
Security Pacific Merchant Bank  September 1990 - March 1991

Skills
Asset Allocation, Manager Selection, Spending Policy, Investment Policy..., Alternative Investments, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Advisory, Private Equity, Finance, Portfolio Management, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Risk Management, Financial Analysis, Valuation, Asset Management, Investment Strategies, Endowments, Wealth Management, Fund Of Funds

Education
Yale University - Yale School of Management   1996 — 1998
Master's Degree in Business Administration (MBA)

University of Michigan   1994 — 1996
Master of Health Services Administration

Brigham Young University   1982 — 1990
BA, French

Jeffrey Ackler Jeffrey Ackler Orlando, Florida Area Details
Jeffrey Ackler's Schwab Private Client Investment Advisory Experience August 2009 - Present
Job CFP®, Certified Financial Planner™
Industry Financial Services
Experience
Schwab Private Client Investment Advisory   August 2009 - Present
Blue Harbor Getaways, LLC   January 2000 - Present
Charles Schwab & Co  July 2009 - December 2011
Charles Schwab & Co  June 1995 - July 2009
Direct Marketing Association  1993 - 1995
Dreyfus  1992 - 1994
Publishers Clearing House  1991 - 1993

Skills
Series 7, Series 63, Series 65, Certified Financial..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Banking, Insurance, Financial Services, Uniform Combined State..., Alternative Investments, Wealth Management..., Financial Advisory, Estate Planning, Options, FINRA, ETFs, Fixed Annuities, Equities, Asset Management, 401k, Retirement, Financial Markets, Securities, IRAs, High Net Worth..., Investment Management, Separately Managed..., Financial Planners, Wealth, Series 24, series 9, series 10, series 8

Education
SUNY Old Westbury   1988 — 1990
BS, Business

Hofstra University   1988 — 1989
Bachelor of Science (B.S.), Business & Marketing

Gregory Bradstreet, CFA Gregory Bradstreet, CFA Phoenix, Arizona Area Details
Gregory Bradstreet, CFA's Schwab Private Client Investment Advisory Experience April 2010 - Present
Job Portfolio Consultant
Industry Financial Services
Experience
Schwab Private Client Investment Advisory   April 2010 - Present
JPMorgan Chase  September 2007 - April 2010
Northwestern Mutual Financial  May 2007 - October 2007

Skills
Series 63, Asset Allocation, Financial Advisory, Series 7, Finance, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Securities

Education
Arizona State University   2003 — 2007
B.A, Business and Economics

Jim Howell, CFP® Jim Howell, CFP® Orlando, Florida Area Details
Jim Howell, CFP®'s Schwab Private Client Investment Advisory Experience September 2007 - Present
Job Fixed Income Specialist
Industry Financial Services
Experience
Schwab Private Client Investment Advisory   September 2007 - Present
Charles Schwab  April 2000 - September 2007
Charles Schwab  July 1997 - April 2000
J. C. Bradford   December 1994 - April 1997
A. A. Business Machines   April 1993 - December 1994
U. S. Navy   July 1986 - July 1991

Skills
CFP, Series 7, Series 63, Series 66, Fixed Income

Education
Defense Language Institute, (U. S. Govt)   1986 — 1987
Mid-east Studies

The University of Georgia   1981 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters