Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michael Joseph Iachini | M | - |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | 14 years |
| J. Terrence Lanni | M | 80 |
Santa Clara University
| 19 years |
| David C. Drummond | M | 60 |
Santa Clara University
| 19 years |
| Matthew Petty | M | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | 14 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matthew McDonald | M | 54 |
Santa Clara University
| 2 years |
| Sharon Goethals | F | - |
Santa Clara University
| 6 years |
| David Patrick Kastner | M | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | 12 years |
| Chris Garber | M | - |
Santa Clara University
| 1 years |
| Alexander Nelson | M | - |
Santa Clara University
| 4 years |
| Brion Lau | M | - |
Santa Clara University
| 3 years |
| Samir Kaji | M | - |
Santa Clara University
| 3 years |
| Aleda Maureen Anderson | F | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | - |
| David Herbers | M | - |
Santa Clara University
| 4 years |
| Sunny Chang | F | - |
Santa Clara University
| 2 years |
| Michele Bettencourt | F | 63 |
Santa Clara University
| 4 years |
| Ade Winata Goh | M | - |
Santa Clara University
| 4 years |
| Wendy Spicer Beaver | F | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | - |
| Carl P. Coughlin | M | - |
Santa Clara University
| 4 years |
| Kevin Carter | M | - |
Santa Clara University
| 4 years |
| Michael T. Williams | M | - |
Santa Clara University
| 4 years |
| Danna Okuyama | F | - |
Santa Clara University
| 4 years |
| Eric Koo | M | - |
Santa Clara University
| 4 years |
| Benjamin William Kuhn | M | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | - |
| Jonathan Takara | M | - |
Santa Clara University
| 4 years |
| Ryan Cole | M | - |
Santa Clara University
| 4 years |
| Merrill Tan | F | - |
Santa Clara University
| 4 years |
| Jason Mok | M | - |
Santa Clara University
| 4 years |
| Erin Wood | F | - |
Santa Clara University
| 4 years |
| Phebe Chen Tran | F | - |
Santa Clara University
| 4 years |
| Ruggeri Michelle | F | - |
Santa Clara University
| 2 years |
| Quinn Shean | F | - |
Santa Clara University
| 4 years |
| René Hartner | M | - |
Santa Clara University
| 4 years |
| James Evangelista | M | - |
Santa Clara University
| 3 years |
| Melissa Uhl | F | - |
Santa Clara University
| 3 years |
| Andrew Pratama Lazaro | M | 35 |
Santa Clara University
| 4 years |
| Kelly K. Burke | F | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | - |
| AlHasan Ashram | M | - |
Santa Clara University
| 1 years |
| Eros Resmini | M | - |
Santa Clara University
| 2 years |
| Lani Murphy | F | - |
Santa Clara University
| 4 years |
| Thomas Knowles | M | - |
Santa Clara University
| 4 years |
| Hans Krippaehne | M | - |
Santa Clara University
| 4 years |
| Max Osbon | M | - |
Santa Clara University
| 4 years |
| SooMan Wolffs | M | - |
Santa Clara University
| 4 years |
| Grace Chan | F | - |
Santa Clara University
| 2 years |
| Tanner M. Lund | M | - |
Santa Clara University
| 4 years |
| Rodney S. Arbaugh | M | - |
Santa Clara University
| 2 years |
| Mariana Antcheva | F | - |
Santa Clara University
| 3 years |
| Joseph Gotelli | M | - |
Santa Clara University
| 2 years |
| Sunjeet S. Gill | M | - |
Santa Clara University
| 3 years |
| Alex Miller | M | - |
Santa Clara University
| 4 years |
| Eugene P. Domecus | M | - |
Santa Clara University
| 1 years |
| Bridget Murphy | F | - |
Santa Clara University
| 4 years |
| Jason McCandless | M | - |
Santa Clara University
| 3 years |
| Darren Waddell | M | - |
Santa Clara University
| 2 years |
| Ralph K. Fong | M | - |
Santa Clara University
| 3 years |
| Mike Sander | M | - |
Santa Clara University
| 4 years |
| Mark L. Schemper | M | - |
Santa Clara University
| 2 years |
| Evan C. Johnson | M | - |
Santa Clara University
| 3 years |
| Joe Zanone | M | - |
Santa Clara University
| - |
| Tim McDonough | M | - |
Santa Clara University
| 4 years |
| Sam Hooker | M | - |
Santa Clara University
| 2 years |
| Uvan Tseng | M | - |
Santa Clara University
| 3 years |
| Tom Y. Kuo | M | - |
Santa Clara University
| 4 years |
| Chad Packard | M | - |
Santa Clara University
| 3 years |
| Colin Barceloux | M | - |
Santa Clara University
| 4 years |
| Jim Kopas | M | - |
Santa Clara University
| 4 years |
| Jennifer Johnson | F | 50 |
Santa Clara University
| 2 years |
| Jessica Lesmana | F | 38 |
Santa Clara University
| 4 years |
| Jeetendra Mishra | M | - |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | 12 years |
| Marc G. Fuller | M | - |
Santa Clara University
| 4 years |
| Michael Meinhardt | M | - |
Santa Clara University
| 2 years |
| Tony Blagrove | M | - |
Santa Clara University
| 4 years |
| Mike Ramirez | M | - |
Santa Clara University
| 4 years |
| Jordan Christopher Fujimoto | M | - |
Santa Clara University
| 3 years |
| Stephen O'Hara | M | - |
Santa Clara University
| 8 years |
| Samuel Saul White | M | - |
Santa Clara University
| 4 years |
| John Barnidge | M | - |
Santa Clara University
| 4 years |
| Kevin Leary | M | - |
Santa Clara University
| 4 years |
| Matthew R. Lee | M | - |
Santa Clara University
| 4 years |
| Jack Ferdon | M | - |
Santa Clara University
| 4 years |
| Cameron Jamar Barsness | F | - |
Santa Clara University
| 4 years |
| Paul LaLonde | M | - |
Santa Clara University
| 3 years |
| Jordan Krugman | M | 46 |
Santa Clara University
| 2 years |
| Rob Bevegni | M | - |
Santa Clara University
| 4 years |
| Jessica Nett | F | - |
Santa Clara University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 85 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Pavan Walter Brian Auman
- Personal Network
