The professionals behind Windhaven® Strategies have the years of experience, the extensive education, and the professional credentials needed to navigate the complexities of today’s ever-shifting global marketplace. But most importantly, they have an unwavering dedication to serving clients.
Christian Menegatti is a Managing Director at Schwab Asset Management. He leads the Investment Research and Portfolio Management teams for Schwab Asset Management’s separate account strategies that invest in ETFs and mutual funds.
George Mylnikov is a Managing Director for Schwab Asset Management. He is a Portfolio Manager for Schwab Asset Management’s multi-asset separately managed account strategies and leads the Quantitative Research Team that supports these strategies.
Mathew Petty is a Portfolio Manager for Schwab Asset Management. He is a member of the Windhaven Strategies portfolio management team and the Schwab Managed Portfolios™ - ETFs portfolio Management team. He is responsible for factor and macroeconomic research and the development of tactical allocation signals within the macro research group. He is also responsible for market and macroeconomic research and development of tactical allocation signals within the multi-asset macro research group. He is also responsible for asset allocation and ETF implementation, including analysis on positioning, exposures, and characteristics of ETFs in the portfolios.
Jack McManmon is a Senior Investment Portfolio Strategist supporting Schwab Asset Management. Mr. McManmon oversees the investment strategy communication and product development for asset allocation strategies and models.
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n. The officers and crew who attend to the working of a ship for an allotted period of time.