Our Story
The Team Behind Your Success
At Investarise, we believe innovation thrives through collaboration and shared vision. Our goal is simple: make intelligent trading accessible by providing advanced tools and insights. Backed by a passionate team from finance, tech, and risk management, we empower clients to trade smarter.
Meet the Team
Our Team’s Effort
Investarise is built on teamwork, research, and innovation. Our traders, analysts, and developers work together to deliver a secure, evolving platform designed to meet today’s market and tomorrow’s challenges.
Markets and Economy
Robert Dwayne
Managing Director, Chief Investment Strategist, Charles Schwab & Co., Inc.
Fixed Income Markets and Economy
Kaye Silver
Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research
Investing
Maxwell Kim
Managing Director, Head of the Schwab Center for Financial Research
Markets and Economy
George Felis
Director, Senior Investment Strategist, Charles Schwab & Co., Inc.
Tax Planning
Trevor Youth
Director of Tax and Wealth Management, Schwab Center for Financial Research
Mutual Funds and ETFs
Jonathan Guzman
Director of ETF and Index Fund Research, Schwab Center for Financial Research
Wealth Management
Manny Sa
Director, Wealth Management, Schwab Wealth Advisory and Schwab Center for Financial Research
Financial Planning
Andrea Morty
Director, Financial Planning, Schwab Center for Financial Research
Estate Planning
Lester Mendoza
Director of Estate, Trust and High-Net-Worth Tax, Schwab Center for Financial Research