Director of ETF Research
Charles Schwab Investment Advisory, Inc.
M.S., Finance, University of Wyoming
B.A., History, University of Wyoming
Emily Doak, CFA, is Director of ETF Research for Charles Schwab Investment Advisory, Inc. (CSIA), and is responsible for CSIA’s coverage of exchange-traded funds (ETFs). Her primary duties include research and analysis of ETFs for the ETF Select List®, Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios PremiumTM.
Prior to joining Schwab in 2011, Emily worked for a private equity fund.
Charles Schwab Investment Advisory, Inc. is an affiliate of Charles Schwab & Co., Inc.
Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs