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Career Highlights
Awards & Recognition
★No major industry awards or Forbes rankings found
Notable Facts
→CEO of Charles Schwab Corporation since January 1, 2025, succeeding Walt Bettinger
→Leads largest publicly traded investment services firm in US with $12.22 trillion in client assets
→Previously served as President for 3+ years before CEO appointment
→Holds both CFA and CMT professional designations
→Former McKinsey & Company Associate Principal and Wellington Management executive
→Serves on Board of Governors for First Tee and investment committees for SF Museum of Modern Art
→MBA from Dartmouth Tuck School, BS Economics magna cum laude from Villanova (golf team captain)
→Spoke at CMT Association fireside chat on technical analysis (September 2025)
→Regular internal speaker at Schwab intern programs and company events
Employer References
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