Jason Clague

Managing Director - Advisor

Jason Clague, CFA, is a Managing Director at Charles Schwab, where they currently serve as a senior advisor and retired member of the Executive Council. With over 30 years of experience in the global financial services industry, Jason has held various leadership roles, including Chief Operating Officer at JP Morgan and Business Strategy Manager at Barclays Global Investors. They completed an MBA in Finance from Babson F.W. Olin Graduate School of Business and have demonstrated a strong track record in leading complex initiatives and building high-performance teams. Jason's expertise includes operations management, business strategy, and integration following mergers and acquisitions.

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Portola Valley, United States

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