Charles Schwab

The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is one of the largest brokerage firms in the United States.





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Walter W. Bettinger
President & CEO
Paul V. Woolway
President & CEO, Charles Schwab Bank
Rick Wurster
President, The Charles Schwab Corporation
Michael F. Hogan
Chief Compliance Officer
Tim Heier
Catherine Macgregor
Chief Legal Officer
Jonathan M. Craig
SEVP, Investor Services and Marketing
Bernard J. Clark
EVP & Head of Schwab Advisor Services
Mitch Mantua
EVP, Internal Audit
Neesha Hathi
EVP & Chief Digital Officer
Jason Clague
EVP, Operational Services
Lisa Kidd Hunt
EVP, International Services & Business Initiatives
Catherine Golladay
Managing Director, Head of Workplace Financial Services
Dennis Howard
Tom Richmond
Co-Head of Taxable SMA Strategies & Senior Portfolio Manager
Brendan Kerr
Senior Portfolio Manager
Kelly Johnson
Portfolio Manager, Fixed Income
George Mylnikov
Managing Director & Portfolio Manager, Head of Quantitative Research
Robert Helmstetler
Head of Wealth Portfolio Management
John Majoros
Co-Head of Taxable SMA Strategies & Senior Portfolio Manager
Patrick Cassidy
Managing Director and Head of Trading, Capital Markets, and Credit and Proxy Research
Erika Doede
Managing Director, Head of Business Strategy and Development