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Schwab Institutional Announces 2005 Advisory Board Members
SAN FRANCISCO, April 7 /PRNewswire-FirstCall/ -- Schwab Institutional, a
leading provider of custodial, operational and trading support for independent
fee-based investment advisors, today announced the members of its 2005 Advisory
Board.
Comprised of principals of independent investment advisory firms, the Schwab
Institutional Advisory Board offers guidance in relation to products, services
and strategies and acts as a barometer of issues and trends important to Schwab
Institutional advisor clients and the industry. Board members serve for
two-year terms and are not compensated by Schwab Institutional for their
service. Schwab Institutional serves approximately 5,000 independent advisory
firms with more than $348 billion in custodied assets.
"We place great value on the insight and feedback our Advisory Board members
provide on our business, the industry and their needs as independent investment
advisors," said Deborah Doyle McWhinney, president of Schwab Institutional.
"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."
Newly appointed advisory board members for 2005-2006:
Libbie Agran, Libbie Agran Financial Services, Santa Monica, CA, age 62
Mark Griege, Robertson, Griege & Thoele, Dallas, TX, age 46
John Huber, Geneva Investment Management of Chicago, LLC, Chicago, IL,
age 35
Joel Isaacson, Joel Isaacson & Co, Inc., New York, NY, age 46
Wendy Laidlaw, R.M. Davis, Inc., Portland, ME, age 43
Douglas Lane, Douglas C. Lane & Associates, New York, NY, age 59
Ann McCorkindale, Honkamp Krueger Financial Services, Inc., Dubuque, IA,
age 47
Lon Morton, Morton Capital Management, Calabasas, CA, age 59
Andrew Putterman, Lydian Wealth Management, Rockville, MD, age 46
Susan Spraker, Spraker, Fitzgerald, Tamayo & Mosiand LLC, Maitland, FL,
age 55
Michael A. Yoshikami, YCMNET Advisors, Walnut Creek, CA, age 45
Returning advisory board members:
Andrew Berg, Homrich & Berg, Atlanta, GA, age 45
Jeffrey Buckner, Plancorp, Inc., Chesterfield, MO, age 53
Susan Colpitts, Signature Financial Management, Inc., Norfolk, VA, age 47
David Henion, Forte Capital, LLC, Pittsford, NY, age 38
Roger Reynolds, Coldstream Capital Management, Inc., Bellevue, WA, age 41
Scott Roulston, Fairport Asset Management, LLC, Cleveland, OH, age 47
Drew Simon, Baydush Simon Weaver, LLC, Boulder, CO, age 50
Marita Sullivan, JMG Financial Group, Ltd., Oak Brook, IL, age 58
Jon Vannice, Boys, Arnold & Company, Asheville, NC, age 48 Page 2 of 2
About Schwab Institutional
Schwab Institutional, a division of Charles Schwab & Co. Inc., is a leading
provider of custodial, operational and trading support for independent
fee-based investment advisors. Client assets custodied with Schwab
Institutional increased 21 percent to $348 billion between Dec. 31, 2003 and
Dec. 31, 2004. These assets, managed by the approximately 5,000 independent
advisor firms Schwab Institutional serves, represent approximately one-third of
total customer assets custodied with The Charles Schwab Corporation as of Dec.
31, 2004.
About Charles Schwab
The Charles Schwab Corporation (NYSE / Nasdaq: SCH), through its operating
subsidiaries, provides securities brokerage and financial services to
individual investors and the independent investment advisors who work with
them. With over 7 million individual investor accounts and more than $1
trillion in client assets, The Charles Schwab Corporation is one of the
nation's largest financial services firms. Its subsidiary Charles Schwab & Co.,
Inc. (member SIPC) provides a complete range of investment services and
products, including an extensive selection of mutual funds; financial planning
and investment advice; retirement plans; referrals to independent fee-based
investment advisors; and custodial, operational and trading support for
independent fee-based investment advisors. Its subsidiary Charles Schwab Bank,
N.A. (member FDIC and Equal Housing Lender) provides banking products and
services. The Corporation's other operating subsidiaries include U.S. Trust
Corporation (member FDIC) and CyberTrader(R), Inc. (member SIPC). These
companies' Web sites can be reached at http://www.schwab.com/,
http://www.schwabbank.com/, http://www.ustrust.com/, and
http://www.cybertrader.com/. (0305-00676)
DATASOURCE: Charles Schwab
CONTACT: Lindsay Tiles of Charles Schwab, +1-415-667-3997, or
Web site: http://www.schwab.com/