Charles Schwab
- Teams
- Leadership Team
Leadership Team
About
The leadership team at Charles Schwab has a wide range of experience in different industries, with a focus in mathematics, computer science, and engineering. The team has worked at companies such as Bank of America, Lawrence Livermore National Laboratory, and Parsons Brinckerhoff. They have also been involved in various projects such as large scale distributed computing and risk management. The team is well-educated, with degrees from universities such as San Jose State University, California State University-Hayward, and University of California, Berkeley.
Team members
Bernard J. Clark
EVP & Head of Schwab Advisor S...
Brendan Kerr
Senior Portfolio Manager
Catherine Casey
EVP, HR
Dennis Howard
EVP & CIO
Erika Doede
Head of Business Excellence & ...
George Mylnikov
Managing Director & Portfolio ...
Jason Clague
EVP, Operational Services
John Majoros
Co-Head of Taxable SMA Strateg...
Jonathan M. Craig
SEVP, Investor Services and Ma...
Joseph R. Martinetto
SEVP & COO
Kelly Johnson
Portfolio Manager, Fixed Incom...
Lisa Kidd Hunt
EVP, International Services & ...
Mitch Mantua
EVP, Internal Audit
Neesha Hathi
EVP & Chief Digital Officer
Nigel J. Murtagh
EVP, Corporate Risk
Patrick Cassidy
CIO of Fixed Income, Head of T...
Paul V. Woolway
President & CEO, Charles Schwa...
Peter Crawford
EVP & CFO
Peter J. Morgan III
Managing Director, General Cou...
Rick Wurster
President, The Charles Schwab ...
Robert Helmstetler
Portfolio Manager
Tim Heier
EVP & CTO
Tom Richmond
Co-Head of Taxable SMA Strateg...
Walter W. Bettinger
President & CEO
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