Iain Clayton is a Senior Portfolio Manager and Head of Quantitative Equity Portfolio Management for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Core Equity Fund, Schwab International Core Equity Fund, Schwab Health Care Fund, Schwab Small-Cap Equity Fund, and Schwab Global Real Estate Fund. Mr. Clayton also leads Schwab Asset Management’s quantitative investment management team. Prior to joining Schwab in 2013, Mr. Clayton spent more than five years at SSI Investment Management where he was a portfolio manager and the director of quantitative research. In these roles, Mr. Clayton co-managed multiple investment strategies and developed quantitative models and valuation approaches. From 2004 to 2008, he worked as a portfolio manager and director at RCM Capital Management (now known as Allianz Global Investors) and helped manage various equity portfolios and developed fundamental-based stock selection models. Prior to that, he was a vice president at Eureka Investment Advisors for almost three years, and also served as a senior quantitative analyst and assistant portfolio manager. He has also worked as a quantitative research analyst at RCM Capital Management. Mr. Clayton earned a Master of Science in applied mathematics from the University of Southern California, a Master of Philosophy in economics from the University of Strathclyde, UK, and a Bachelor of Science in economics and politics from the University of Warwick, UK. He is a CFA® charterholder.

Bill McMahon is a Managing Director and Chief Investment Officer of Active Strategies for Schwab Asset Management. He is responsible for investment management, research, and portfolio construction for Schwab Asset Management’s active strategies and solutions. Mr. McMahon has more than 20 years of experience in the financial services industry. Prior to his current role, Mr. McMahon was an SVP in Charles Schwab Investment Advisory, Inc. (CSIA), serving as CIO and as a member of the portfolio management team for the ThomasPartners® Strategies. Mr. McMahon co-founded ThomasPartners, Inc. in 2001 and served as partner of the firm until its acquisition by the Charles Schwab Corporation in 2012 and subsequent merger with CSIA in 2018. Mr. McMahon began his career at State Street Corporation, with the latter half of his tenure with State Street Global Advisors. Mr. McMahon earned a Master of Business Administration from Bentley College (now known as Bentley University) and a Bachelor of Arts in economics from Stonehill College. He is a CFA® charterholder.

Brian Hillburn is a Senior Portfolio Manager and Director of Fundamental Equity Research for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Core Equity Fund. Mr. Hillburn also provides fundamental equity research coverage for the ThomasPartners® Strategies and the Schwab Active Equity Funds. Previously, Mr. Hillburn was a senior equity research analyst for the ThomasPartners Strategies at Schwab Asset Management. Prior to joining the ThomasPartners Strategies, Mr. Hillburn was an equity analyst at Rockland Trust, and earlier positions include equity research analysis roles on mutual fund teams at Wells Capital and Morgan Stanley Investment Management. Mr. Hillburn earned a Master of Business Administration from the University of Chicago and a Bachelor of Arts from the University of Michigan. He is a CFA® charterholder.