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Matt Sadowsky

What’s your role in keeping things running smoothly at TD Ameritrade?
As Director of Retirement and Annuities, I manage a team that coordinates the products, tools, and services to address clients’ retirement needs. I am also president of The Insurance Agency of TD Ameritrade, LLC.

What’s your greatest challenge in fulfilling that role?
My team is in the process of reshaping how TD Ameritrade thinks of “retirement.” For us, retirement is no longer just about IRAs. And we need to do more than simply stack a shelf with income products. Rather, we now see our retirement business as focusing on clients’ financial life stages leading up to and through retirement. So we are in the process of building out how we help clients make financial decisions intended to grow their portfolios leading up to retirement and to address income needs for those clients already in retirement. 

What have you done in the field? 
Prior to joining TD Ameritrade in 2006, I was a vice president in finance for The BISYS Group, which provided business process outsourcing to bank, insurance, and investment companies. I later joined Columbus Circle Capital, where I specialized in annuity arbitrage and life insurance premium financing. In the 1990s, I was in investment banking for Salomon Smith Barney, and later provided independent investment banking and consulting services to emerging companies in media and for-profit education sectors. 

Who’s your investing or trading idol?  
Michael Kitces for financial planning and retirement planning insights.

When not working you can find me …  
Chasing after my 2-1/2-year-old twin girls, training for a marathon, or developing a recently discovered hobby of wine collecting (not all at the same time).

Meet the Team
Amy Charest

Amy writes financial services content for a variety of channels and has a diverse background.
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Ben Estep

I’ve always loved investing and analyzing businesses. After working in retail management for many years ...
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Brian Lund

Brian is a financial writer with over 25 years of trading experience. He has appeared on CNBC...
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Chesley Spencer

Chesley Spencer is Product Manager, Trading, for the thinkorswim® trading platform from TD Ameritrade.
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Dan Rosenberg

Dan began writing about the financial markets in 1996 when he joined Dow Jones Newswires in Chicago ...
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Danielle Erickson

Danielle Erickson is the Manager, Government Reporting Solution, in Tax Services for TD Ameritrade.
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David Kier

I love helping people and getting the right answer. I also am in charge of development for thinkorswim charts, scanning, and thinkScript.
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Debbie Carlson

Debbie got her start in financial media writing about commodity futures markets...
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Doug Ashburn

Doug Ashburn is managing editor of The Ticker Tape and a self-described "trader masquerading as a journalist."
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Frederic Ruffy

Frederic Ruffy is a Senior Options Strategist at Trade Alert, a New York-based provider of data and research for institutional...
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Greg Loehr

Greg has been a professional trader since 1990, having started from the floor of the Chicago...
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JJ Kinahan

JJ began his career in 1985 as a Chicago Board Options Exchange...
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John Bell

John is Director of Platform Management for TD Ameritrade’s Investment Products & Guidance and ...
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John Hart

I’m the Managing Director, Trading Products Development. It’s a long title, which is ...
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Kevin Hincks

Kevin Hincks is the co-host of “Swim Lessons,” the show heard daily on the thinkorswim® platform from 10:30 a.m.–noon CT.
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Lule Demmissie

Lule develops investment products and services to power the long-term investing experience utilizing managed ...
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Matt Newman

Matt serves as TD Ameritrade's Tax Systems Manager.
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Matt Sadowsky

As Director of Retirement and Annuities, I manage a team that coordinates the products, tools...
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Peter Klink

Peter Klink is Director of Modeling & Exposure Management for TD Ameritrade.
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Ryan Campbell

Ryan is a content manager for Investools. He composes educational courses...
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Scott Connor

Scott spent 25 years as a member of the CBOE before joining TD Ameritrade in 2007.
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Shawn Cruz

As a content specialist, I constantly try to stay on top of what’s currently impacting the markets so we can ensure we are providing tools and resources that are beneficial to our clients.
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T.J. Neil

T.J. Neil is a senior trading specialist for TradeWise Advisors.
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Tom White

Tom is Chief Strategist at TradeWise, a separate but affiliated company that...
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