Schwab Institutional Announces 2005 Advisory Board Members
08 April 2005 - 4:00AM
PR Newswire (US)
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/
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