Holly Emerson is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab Active Equity Mutual Funds. Prior to joining Schwab in 2014, Ms. Emerson spent nearly 10 years at Algert Coldiron Investors LLC (now known as Algert Global), a quantitative market-neutral hedge fund manager. She held a number of positions at Algert, including assistant portfolio manager and director of operations. In her various roles, she acted as the lead portfolio manager for the Canadian fund, conducted macroeconomic research, and managed relationships with prime brokerage investment banks. Ms. Emerson earned a Bachelor of Arts in economics from the University of California, Berkeley. She 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.

Gretchen Novak is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the ThomasPartners® Strategies and the Schwab Large-Cap Growth Fund. Ms. Novak also provides fundamental equity research coverage of certain industry sectors for the ThomasPartners Strategies and the Schwab Active Equity Funds. Previously, Ms. Novak was a director and senior equity research analyst for the ThomasPartners Strategies at Schwab Asset Management. Prior to joining the ThomasPartners Strategies, Ms. Novak was a senior portfolio manager at Mazama Capital Management, Inc., where she oversaw the equity research and portfolio management of the firm’s consumer discretionary and staples sectors. Prior to Mazama Capital, Ms. Novak was an equity analyst at Cramer Rosenthal McGlynn, LLC. Ms. Novak earned a Bachelor of Arts from the University of Washington. She is a CFA® charterholder.