Smart Investment Portfolio Activation Sizzle
Charles Schawb 

Producer



Back in 2015, Charles Schwab launched their Smart Investment Portfolio, an early robo-advisor designed to automate investing based on user-defined parameters. This was before AI was everywhere, and the concept felt fresh and futuristic. To help promote it, we built a pop-up experience in San Francisco featuring a robot barista and filmed people’s reactions as they got their coffee and a glimpse of the future. It was a beautiful couple of days in the city, and that robot made a damn good cup of coffee.






GARETT SAUER




THE PRODUCER


Senior Creative Producer and Cinematographer with a track record of delivering high-impact content for social, paid, and broadcast. I can do it all, from working in the field as a one-person crew to leading full-scale productions, studio builds, and strategic oversight. At eBay, I built and now run the in-house studio, managing creative from concept to delivery. My experience spans commercial campaigns, corporate storytelling, and episodic television. I bring a sharp eye, a calm presence, and a flexible approach to every project I take on.
THE PERSON


Bay Area native who started making videos in middle school, cutting skate tapes with a borrowed camcorder and two VCRs. In high school I leaned into video production, then joined the United States Air Force and served as an air traffic controller at Yokota Air Base in Tokyo. After the military, I went to film school and graduated valedictorian. I’m into live music, creative side projects, and keeping good company with close friends, and family. I don’t mind pressure, I figure things out fast, and I’m always up for whatever comes next.