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Rating:Schwab Names RIA Board Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, April 11, 2005

Schwab Names RIA Board

by: Theresa Sim

Schwab Institutional has tapped another crop of RIA owners for its Advisory Board, a board created to provide guidance on products, services and trends in the RIA industry.

The 2005 board consists of 11 new members and nine returning members. The board members each serve two-year terms and are not paid for their service.

Schwab spokeswoman Lindsey Tiles did not immediately return a call seeking comment on how the members are selected.

Newly appointed advisory board members for 2005-2006:
Libbie Agran, Libbie Agran Financial Services, Santa Monica, California
Mark Griege, Robertson, Griege & Thoele, Dallas, Texas
John Huber, Geneva Investment Management of Chicago, Chicago, Illinois
Joel Isaacson, Joel Isaacson & Co, Inc., New York, New York
Wendy Laidlaw, R.M. Davis, Inc., Portland, Maine
Douglas Lane, Douglas C. Lane & Associates, New York, New York
Ann McCorkindale, Honkamp Krueger Financial Services, Inc., Dubuque, Iowa
Lon Morton, Morton Capital Management, Calabasas, California
Andrew Putterman, Lydian Wealth Management, Rockville, Maryland
Susan Spraker, Spraker, Fitzgerald, Tamayo & Mosiand LLC, Maitland, Florida
Michael A. Yoshikami, YCMNET Advisors, Walnut Creek, California

Returning advisory board members:
Andrew Berg, Homrich & Berg, Atlanta, Georgia
Jeffrey Buckner, Plancorp, Inc., Chesterfield, Missouri
Susan Colpitts, Signature Financial Management, Inc., Norfolk, Virginia
David Henion, Forte Capital, LLC, Pittsford, New York
Roger Reynolds, Coldstream Capital Management, Inc., Bellevue, Washington
Scott Roulston, Fairport Asset Management, LLC, Cleveland, Ohio
Drew Simon, Baydush Simon Weaver, LLC, Boulder, Colorado
Marita Sullivan, JMG Financial Group, Ltd., Oak Brook, Illinois
Jon Vannice, Boys, Arnold & Company, Asheville, North Carolina

"The independent investment advisor industry is thriving, and the counsel we receive from our Advisory Board ensures that we continue to provide our clients with the platform, products and programs they require now and in the future," stated Deborah Doyle McWhinney, president of Schwab Institutional.

In total, Schwab Institutional counts 5,000 RIAs as its clients.  

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