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Schwab ETFs Contact Us

Institutional Investors or Registered Investment Advisors

Please contact your Regional Representative (see map below).

West Region

Payel Farasat, M.Sc
Vice President
Tel: 415-309-2327

Todd Norton
Regional Investment Consultant
Tel: 425-451-1194

Midwest Region

Greg Laurence, CFP®, CIMA®
Vice President
Tel: 312-931-1512

Sergio Lovato
Regional Investment Consultant
Tel: 720-785-7894

Sunbelt Region

Scott Hoermann, CIMA®, CAIA®
Vice President
Tel: 407-754-1417

Joe Cali
Regional Investment Consultant
Tel: 602-355-3759

Northeast & Mid-Atlantic Region

Jake King
Vice President
Tel: 617-261-7978

Ned Seitler
Regional Investment Consultant
Tel: 516-584-6861

General Contact Information

Tel: (877) 824-5615
211 Main Street
San Francisco, CA 94105

Jill Khashayar
National Accounts Manager
Tel: (415) 667-6363

Ed Mercier
Vice President, General Manager
Tel: (415) 667-6345

Individual Investors

Schwab ETFs™ are available at Schwab and most other broker dealers. If you are a Schwab customer please go to for additional information about Schwab offerings, or contact us at 1-800-435-4000.

©2014 Charles Schwab Investment Management, Inc. All rights reserved. 0813-5477