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Portfolio Management Team Bios

 

Omar Aguilar
Senior Vice President, Chief Investment Officer-Equities and Multi-Asset Strategies
Omar Aguilar is Senior Vice President and CIO of Equities and Multi-Asset Strategies for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for CSIM's equity and asset allocation mutual funds, exchange traded funds (ETFs) and separately managed accounts.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation and multi-manager strategies. Prior to joining CSIM in April 2011, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Prior to that, he served as head of quantitative equity for ING Investment Management (doing business as Voya Investment Management since May 1, 2014) building and developing the group and managing more than $20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds. Mr. Aguilar also served as the head of quantitative research for Lehman Brothers’ alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankers Trust.

Mr. Aguilar received a Bachelor of Science degree in actuarial sciences and a Graduate degree in applied statistics from the Mexican Autonomous Institute of Technology (ITAM). He was a Fulbright Scholar at Duke University’s Institute of Statistics and Decisions Sciences, where he earned Master of Science and Doctorate degrees.
Brett Wander
Senior Vice President and Chief Investment Officer, Fixed Income
Brett Wander is Senior Vice President and Chief Investment Officer of Fixed Income for Charles Schwab Investment Management (CSIM). He is responsible for all aspects of the firm's fixed income and money market portfolios, leading a team of more than 20 investment professionals.

With more than 25 years of investment management experience, Mr. Wander has been intimately involved in the design, development and oversight of a wide range of active, indexed and alternative fixed income strategies. His expertise spans a wide range of global and domestic markets and sectors. Prior to joining CSIM in June 2011, Mr. Wander was senior managing director at State Street Global Advisors, where he managed and directed the firm’s $30 billion active fixed-income enterprise. He also held senior fixed-income leadership positions at Loomis Sayles, State Street Research and Payden & Rygel. In those roles, he designed investment processes, developed risk-management methodologies, managed investment teams, and consistently generated strong investment performance track records. 

Mr. Wander has published several articles on a variety of investment topics, including risk management, asset allocation, analysis and use of hedge funds, application of quantitative investment approaches, and other topics focusing on both theoretical and practical investment concepts. He is a frequent industry speaker, presenting at conferences and in various media forums. He has taught Master’s level investment courses at the University of Southern California.

Mr. Wander earned a Master of Business Administration degree from the University of Chicago and a Bachelor of Science degree in System Science Engineering from the University of California, Los Angeles. He is a CFA® charterholder.
Jake Gilliam
Senior Multi-Asset Class Portfolio Strategist
Charles Schwab & Co., Inc.

Jake Gilliam is a Senior Multi-Asset Class Portfolio Strategist for Charles Schwab & Co., Inc. supporting Charles Schwab Investment Management Inc.’s (CSIM) Asset Allocation and Sub-Advisor Oversight Committees. He contributes to strategic decisions for all multi-asset class portfolios as well as several single asset-class portfolios within CSIM and for the Schwab Bank Collective Trust Funds. He works closely with the Chief Investment Officers, Portfolio Managers, Research, and Sub-Advisor Oversight teams on a frequent basis. Mr. Gilliam also represents CSIM’s multi-asset class strategies to the institutional marketplace, clients, and the media.

Previously, he was the day-to-day Senior Portfolio Manager for Schwab Bank’s Collective Trust Funds and Head of Sub-Advisor oversight for CSIM. Additionally, Mr. Gilliam served as interim Head of Asset Allocation and Portfolio Manager for CSIM’s Multi-Asset Class funds. Mr. Gilliam also developed the Schwab Corporate and Retirement Services Institutional Investment Analyst team and oversaw the due diligence process for maintaining the Schwab Focus List™. Earlier in his career, he also worked as a sell-side Equity Research Associate covering the food retail and restaurant industries.

Mr. Gilliam earned a Bachelor of Business Administration degree in Finance from Ohio University, and is a board member of the Ohio University College of Business Finance Advisory Council. He is a CFA® charterholder and a member of the CFA Society of Cleveland. He has earned the Accredited Investment Fiduciary® (AIF) designation, awarded by the Center for Fiduciary Studies, University of Pittsburgh. He holds Series 7 and 66 licenses.
Peter A. Bobick
Client Portfolio Strategist
Charles Schwab & Co., Inc.
Peter Bobick is a Client Portfolio Strategist and key account Relationship Manager supporting the Investment Only business of Charles Schwab Investment Management (CSIM). Mr. Bobick works closely with several portfolio managers and investment analysts, and serves as the key point of contact for clients to keep them current on the investment process and performance of various investment strategies. He also supports Business Development by lending technical support during the sales process and on-boarding new clients.

Prior to his current position, Mr. Bobick served as a Senior Consultant in the Retirement Investment Services group. He managed many key client relationships with combined retirement assets in excess of $10 billion. Before joining Schwab in 2004, Mr. Bobick worked as a Registered Investment Advisor with a large independent broker dealer, specializing in the institutional and high net worth markets.

Mr. Bobick earned a Bachelor of Science in Business Administration from Miami University (Oxford, Ohio) and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Mr. Bobick has earned the Accredited Investment Fiduciary® (AIF) designation awarded by the Center for Fiduciary Studies, University of Pittsburgh. He holds FINRA Series 7, 63 and 65 licenses.
Tony Creasy
Portfolio Manager
Tony Creasy is a Portfolio Manager within the Multi-Asset Strategies group for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the daily management of several multi-asset portfolios including the Schwab Managed Retirement Trust Funds, Schwab Indexed Retirement Trust Funds, and several asset class-specific trust funds (each of the trust funds is sponsored and maintained by Charles Schwab Bank and CSIM provides non-discretionary investment management). Additionally, he participates as a voting member of CSIM's Asset Allocation Committee and Asset Allocation working group.

Prior to his current role, he spent several years as a lead analyst of CSIM's Sub-Advisor oversight team and voting member of CSIM's Sub-Advised Funds Investment Oversight Committee. Mr. Creasy joined Charles Schwab & Co., Inc. in 2005 as an Institutional Investment Analyst for Schwab's Retirement Investment Services group, providing mutual fund analysis to support the Schwab Focus List™.

Mr. Creasy earned a Bachelor of Business Administration degree in Economics from Bowling Green State University. He is a CFA® charterholder and a member of the CFA Society of Cleveland.
Emre Erdogan

Senior Research Analyst, Multi-Asset Strategies
Emre Erdogan is a Senior Research Analyst for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for designing and implementing asset allocation models for Schwab’s multi-asset strategies. His role includes researching strategic asset allocation, maintaining and enhancing glide paths for Schwab’s target date funds, and strengthening portfolio construction and risk management capabilities.

Prior to joining CSIM in 2011, Mr. Erdogan was a quantitative developer in the Research & Development Group at Bloomberg L.P., where he built U.S. and international equity and fixed income multi-factor risk models. He was also a quantitative analyst at ING Investment Management.

Mr. Erdogan earned a Master of Science degree and a Doctorate degree in Operations Research from Columbia University and a Bachelor of Science in Industrial Engineering from Middle East Technical University, Turkey. He is a CFA® charterholder.
Tracy Pike
Vice President, Head of Sub-Advisor Oversight
Tracy Pike is Vice President and leads the Sub-Advisor Oversight team for Charles Schwab Investment Management, Inc. (CSIM). Ms. Pike is responsible for overseeing, monitoring and building relationships with all third-party and sub-advised investment managers. Ms. Pike manages the selection process for new external managers as well as the oversight of all hired managers' adherence to established guidelines.

Prior to joining CSIM in 2014, Ms. Pike worked at Janus Capital Group. Prior to that, Ms. Pike spent 12 years at Merrill Lynch & Company in a variety of roles including Director and Co-Head of U.S. Due Diligence and Vice President of the Managed Solutions and Analytics Group.

Ms. Pike earned a Master of Business Administration degree from Columbia University and a Bachelor of Science degree in Mathematics from the University of Nebraska. She is a CFA® charterholder.
John Greves
Vice President, Head of Multi-Asset Strategies Team
John Greves is Vice President and Head of the Multi-Asset Strategies Portfolio Management Team for Charles Schwab Investment Management, Inc. (CSIM). In this role, Mr. Greves is responsible for managing CSIM’s multi-asset strategies including target date funds and other asset allocation products. He maintains accountability for portfolio implementation and contributes to the firm’s efforts to continually enhance investment processes.

Prior to joining Schwab in June 2016, Mr. Greves worked at Russell Investment Management Company (Russell Investments) for 13 years, most recently as a Portfolio Manager for Multi-Asset Solutions where he managed multiple target date funds, chaired the Multi-Asset Advisory Team, and co-authored papers on glide path methodology and benchmarking. Prior to that, he served in several roles for Russell Investments including Associate Portfolio Manager for Multi-Asset Solutions and Senior Portfolio Analyst for Multi-Asset Solutions.

Mr. Greves earned a Bachelor of Science in Computer Science and Business from the University of Puget Sound. He is a CFA® charterholder.