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Christopher Dodds
Director/Board Member at CHARLES SCHWAB
Net worth: 40 M $ as of 30/05/2025
Profile
Christopher Vincent Dodds is the founder of Crown Oak Advisors LLC, serving as Managing Member since 2020.
Current jobs include Independent Director at The Charles Schwab Corp.
since 2014, Director at Charles Schwab Bank, SSB since 2007, Independent Director at Conifer Financial Services LLC, and Senior Advisor at Cynosure Group.
Former jobs include Independent Director at Virtu ITG Holdings LLC from 2008 to 2015, Director at World Market LLC from 2006 to 2009, Director at Baron Capital, Inc., Director at US Trust Corp., Director at The TCW Group, Inc., Director at Coinbase Global, Inc., Treasurer at Exxon Corp., Board Member at Avalon Advisors LLC, Senior Advisor at The Carlyle Group LP (Corporate Private Equity), Officer at American Hawaii Cruises, Inc., Treasurer at Gulf Oil LP, and Senior Vice President-Sales at Expesite LLC.
Education includes an MBA from the University of Pittsburgh and an undergraduate degree from Clemson University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CHARLES SCHWAB CORP 0.03% | 26/05/2025 | 453,473 ( 0.03% ) | 40 M $ | 30/05/2025 |
Latest news about Christopher Dodds
Christopher Dodds active positions
| Companies | Position | Start |
|---|---|---|
| CHARLES SCHWAB | Director/Board Member | 31/12/2013 |
Cynosure Group /Private Equity/
 Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah. | Consultant / Advisor | - |
Crown Oak Advisors LLC
 Crown Oak Advisors LLC Investment ManagersFinance Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds. | Founder | 30/04/2020 |
Conifer Financial Services LLC
 Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Director/Board Member | 31/12/2006 |
Former positions of Christopher Dodds
| Companies | Position | End |
|---|---|---|
| INVESTMENT TECHNOLOGY GROUP | Director/Board Member | 30/12/2015 |
US Trust Corp.
 US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Director/Board Member | 11/04/2011 |
| COST PLUS, INC. | Director/Board Member | 13/05/2009 |
Gulf Oil LP
 Gulf Oil LP Specialty StoresRetail Trade Gulf Oil LP operates as a wholesaler of refined petroleum products. It offers heating oil, diesel fuel, kerosene, premium dieselect, and gasoline products. It also produces a line of lubricants, including motor oils and specialty products, such as turbine oils, transformer oils, roll oils, textile oils, paper machine lubricants, steam cylinder lubricants, zinc-free oils, two-cycle oils, antifreeze products, and chain saw oils. The company was founded in 1901 and is headquartered in Framingham, MA. | Treasurer | - |
| ░░░░░ ░░░░░ | ░░░░░░░░░ | - |
Training of Christopher Dodds
Clemson University | Undergraduate Degree |
University of Pittsburgh | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| CHARLES SCHWAB | Finance |
| COINBASE GLOBAL, INC. | Finance |
| Private companies | 15 |
|---|---|
US Trust Corp.
US Trust Corp. Regional BanksFinance US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY. | Finance |
World Market LLC
 World Market LLC Specialty StoresRetail Trade World Market LLC retails casual home furnishings and entertaining products in the United States. It offers home decorative items such as furniture, rugs, pillows, lamps, window coverings, frames, baskets, furniture products, tabletop, and kitchen accessories. The company was founded in 1958 and is headquartered in Alameda, CA. | Retail Trade |
Gulf Oil LP
Gulf Oil LP Specialty StoresRetail Trade Gulf Oil LP operates as a wholesaler of refined petroleum products. It offers heating oil, diesel fuel, kerosene, premium dieselect, and gasoline products. It also produces a line of lubricants, including motor oils and specialty products, such as turbine oils, transformer oils, roll oils, textile oils, paper machine lubricants, steam cylinder lubricants, zinc-free oils, two-cycle oils, antifreeze products, and chain saw oils. The company was founded in 1901 and is headquartered in Framingham, MA. | Retail Trade |
Exxon Corp. | Energy Minerals |
Virtu ITG Holdings LLC
 Virtu ITG Holdings LLC Investment Banks/BrokersFinance Virtu ITG Holdings LLC engages in the provision of financial technology services. It operates through the following segments: Executive Services, Workflow Services, Workflow Technology, and Analytics. The Execution Services segment includes liquidity matching through POSIT, self-directed trading using algorithms, portfolio trading and single stock sales trading desks providing execution expertise, and futures and options trading. The Workflow Technology segment offers trade order and execution management software applications in addition to network connectivity. The Analytics segment covers tools enabling portfolio managers and traders to improve pre-trade, real-time and post-trade execution performance; portfolio construction and optimization decisions; and securities valuation. The company was founded by Chris A. Hynes on July 22, 1983 and is headquartered in New York, NY. | Finance |
Baron Capital, Inc.
 Baron Capital, Inc. Financial ConglomeratesFinance Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds | Finance |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Finance |
Expesite LLC
 Expesite LLC Packaged SoftwareTechnology Services Expesite LLC engages in the provision of project management software solutions. It is SaaS company which offers a collaborative software platform for real estate development, construction, and facilities management through its suite of vision products. The company was founded in 1999 and is headquartered in Columbus, OH. | Technology Services |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Finance |
Conifer Financial Services LLC
Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA. | Finance |
Crown Oak Advisors LLC
Crown Oak Advisors LLC Investment ManagersFinance Crown Oak Advisors LLC is a private company based in Piedmont, CA. Crown Oak Advisors LLC was founded in 2020 by Christopher Vincent Dodds, Andrew Warren Dodds. | Finance |
Cynosure Group /Private Equity/
Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah. | Finance |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
American Hawaii Cruises, Inc.
 American Hawaii Cruises, Inc. Hotels/Resorts/Cruise linesConsumer Services Part of Delaware North Cos., Inc., American Hawaii Cruises, Inc. is a company that operates ocean cruise ships. The company is located in the US. American Hawaii Cruises was acquired by American Classic Voyages Co. from American Global Lines, Inc. on August 11, 1993 for $32.50 million. | Consumer Services |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Finance |
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