2022 Spring Conference Speaker

Laura McDowell

Laura McDowell

Laura McDowell is a Director supporting Schwab Asset Management™. She is responsible for educating family offices on the firm’s investment solutions. She is also responsible for delivering practice management and value-add content to the advisor and investor community on behalf of Schwab Asset Management on topics such as Women & Investing, Raising Moneywise Kids, and Behavioral Finance.

Prior to moving to support Schwab Asset Management in 2015, McDowell was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team.

McDowell graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She obtained the Certified Investment Management Analyst® (CIMA) certification and is also an Accredited Investment Fiduciary®. She holds Series 7 and 63 licenses.