Emily Doak, CFA, is responsible for SCFR’s coverage of exchange-traded funds (ETFs) and index mutual funds. Her primary duties include research and analysis for Schwab's lists, including 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. She holds an M.S. in Finance from the University of Wyoming and a B.A. in History from the University of Wyoming. She is a Chartered Financial Analyst (CFA).
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.
Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Inc. ("Schwab"), a dually registered investment advisor and broker dealer.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.