Executive Committee: Charles Schwab

Manager
Positions heldSince
Walter Bettinger

Walter Bettinger

63 year

Chief Executive Officer 30/09/2008
Dennis Howard

Dennis Howard

55 year

Chief Tech/Sci/R&D Officer 31/08/2014
Rick Wurster

Rick Wurster

51 year

President 14/10/2021
Peter Morgan

Peter Morgan

59 year

General Counsel 30/09/2019
Corporate Secretary 30/09/2019
Jeff Edwards

Jeff Edwards

-

Investor Relations Contact -
Stacy Hammond

Stacy Hammond

-

Sales & Marketing -
Jonathan Craig

Jonathan Craig

52 year

Sales & Marketing 31/12/1999
Peter Crawford

Peter Crawford

55 year

Director of Finance/CFO 31/12/2016
Catherine M. Casey

Catherine M. Casey

-

Human Resources Officer 31/03/2017
Tim Heier

Tim Heier

-

Chief Tech/Sci/R&D Officer 30/09/2014
Mitch Mantua

Mitch Mantua

-

Comptroller/Controller/Auditor 31/12/2015

Composition of the Board of Directors: Charles Schwab

Director
CommitteesSince
Chuck Schwab

Chuck Schwab

86 year

Chairman 31/12/1985
Arun Sarin

Arun Sarin

68 year

Governance Committee 04/04/2010
Nominating Committee 04/04/2010
Compensation Committee 29/10/2015
HR Committee
Governance Committee Chair
Nominating Committee Chair
Marianne Brown

Marianne Brown

65 year

Audit Committee 12/03/2020
Governance Committee Chair
Nominating Committee Chair 18/03/2015
Finance Committee Chair
Governance Committee 11/12/2023
Joan Dea

Joan Dea

60 year

Compensation Committee
Governance Committee 18/10/2017
Nominating Committee 18/10/2017
Audit Committee 22/04/2013
Frank Herringer

Frank Herringer

81 year

Compensation Committee 31/12/1995
Governance Committee Chair 31/12/1995
Nominating Committee Chair 31/12/1995
Stephen Ellis

Stephen Ellis

61 year

Audit Committee 30/09/2012
Governance Committee 27/02/2013
Nominating Committee 27/02/2013
Brian Levitt

Brian Levitt

76 year

Compensation Committee 01/10/2020
HR Committee 10/08/2021
Governance Committee 10/08/2021
John Adams

John Adams

68 year

Audit Committee Chair
Paula Sneed

Paula Sneed

76 year

Compensation Committee Chair 30/12/2020
Todd Ricketts

Todd Ricketts

54 year

Audit Committee 01/10/2020
Gerri Martin-Flickinger

Gerri Martin-Flickinger

61 year

Audit Committee 31/07/2020
Christopher Dodds

Christopher Dodds

64 year

Director/Board Member 31/12/2013
Walter Bettinger

Walter Bettinger

63 year

Chairman 27/07/2022
Charles Ruffel

Charles Ruffel

68 year

Director/Board Member 14/05/2018
Independent Dir/Board Member 14/05/2018
Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

64 year

Director/Board Member 25/10/2022
Bharat Masrani

Bharat Masrani

67 year

Director/Board Member 01/10/2020
Independent Dir/Board Member 01/10/2020

Former Officers and Directors: Charles Schwab

Insider
Positions heldSinceUntil
Joseph Martinetto
Joseph Martinetto
Chief Operating Officer 31/12/2017 27/06/2024
Director of Finance/CFO 31/12/2006 31/12/2016
Roger Walther
Roger Walther
Director/Board Member 31/12/1988 30/12/2020
Independent Dir/Board Member 31/12/1988 30/12/2020
Stephen T. McLin
Stephen T. McLin
Director/Board Member 31/12/1987 11/05/2020
Independent Dir/Board Member 31/12/1987 11/05/2020
Robert Wilson
Robert Wilson
Director/Board Member 31/12/2002 14/01/2019
Independent Dir/Board Member 31/12/2002 14/01/2019
C. Preston Butcher
C. Preston Butcher
Director/Board Member 31/12/1987 14/05/2018
Independent Dir/Board Member 31/12/1987 14/05/2018
Nancy Hellman Bechtle
Nancy Hellman Bechtle
Director/Board Member 31/12/1991 18/10/2017
Independent Dir/Board Member 31/12/1991 18/10/2017
Carrie Elizabeth Dwyer
Carrie Elizabeth Dwyer
General Counsel 31/12/1995 11/05/2015
Corporate Secretary 31/12/1995 11/05/2015
William Aldinger
William Aldinger
Director/Board Member 31/12/2004 12/05/2010
Donald G. Fisher
Donald G. Fisher
Director/Board Member 31/12/1987 31/12/2008
Marjorie Magner
Marjorie Magner
Director/Board Member 31/12/2005 20/05/2008
Charles Goldman
Charles Goldman
Corporate Officer/Principal 31/12/2000 31/12/2007
Evelyn Dilsaver
Evelyn Dilsaver
Corporate Officer/Principal 30/11/1991 30/06/2007
Deborah McWhinney
Deborah McWhinney
Corporate Officer/Principal 31/12/2000 20/05/2007
James L. Bailey
James L. Bailey
Corporate Officer/Principal 31/12/2003 28/02/2007
David Bruce Yoffie
David Bruce Yoffie
Director/Board Member 31/12/2002 -
William Atwell
William Atwell
Corporate Officer/Principal 31/07/2000 30/11/2005
Nancy M. Bergstrom
Nancy M. Bergstrom
Corporate Officer/Principal 31/12/1985 03/07/2005
Alan Weber
Alan Weber
Corporate Officer/Principal - 31/12/2004
Lon Gorman
Lon Gorman
Director/Board Member 31/05/1996 31/10/2004
Daniel O. Leemon
Daniel O. Leemon
Corporate Officer/Principal 31/08/1995 31/05/2004
Neil I. Pohl
Neil I. Pohl
Corporate Officer/Principal - 24/04/2004
Gideon Sasson
Gideon Sasson
Chief Tech/Sci/R&D Officer 31/12/2003 -
Mary S. McLeod
Mary S. McLeod
Human Resources Officer 31/12/2000 31/12/2003
Brian Michael McDowell
Brian Michael McDowell
Corporate Officer/Principal - -
Jay L. Allen
Jay L. Allen
Chief Administrative Officer 30/04/2014 -
Human Resources Officer 30/09/2007 30/04/2014
John Coghlan
John Coghlan
Director/Board Member 31/12/1985 31/12/2002
Tom Carr
Tom Carr
Corporate Officer/Principal 31/12/1992 30/05/2002
Randy W. Merk
Randy W. Merk
Corporate Officer/Principal 31/12/2001 -
Joni R. Alt
Joni R. Alt
Corporate Officer/Principal - 29/12/2001
Geoffrey J. Penney
Geoffrey J. Penney
Chief Tech/Sci/R&D Officer 31/10/2001 -
Linnet F. Deily
Linnet F. Deily
Director/Board Member 31/12/1999 31/12/2000
Corporate Officer/Principal 31/12/1995 31/12/2000
Robert Straus
Robert Straus
Corporate Officer/Principal - 30/12/2000
Ben Douglas
Ben Douglas
Corporate Officer/Principal 31/12/1998 30/12/2000
Howard T. Alter
Howard T. Alter
Corporate Officer/Principal 31/12/1997 31/12/1998
Sean Mayberry
Sean Mayberry
Corporate Officer/Principal - 30/12/1998
Mary Templeton
Mary Templeton
General Counsel 31/12/1991 31/12/1997
G. Robert Hanley
G. Robert Hanley
Corporate Officer/Principal 31/12/1994 30/12/1997
Maurisa Sommerfield
Maurisa Sommerfield
Corporate Officer/Principal 31/12/1993 -
Beverly Troxler O'Grady
Beverly Troxler O'Grady
Director/Board Member 31/12/1991 30/12/1993
Jeffrey M. Lyons
Jeffrey M. Lyons
Corporate Officer/Principal 31/12/1983 -
Stacie Blair
Stacie Blair
Corporate Officer/Principal - -
Sean Kimble
Sean Kimble
Human Resources Officer - -
Joshua Greenberg
Joshua Greenberg
Corporate Officer/Principal - -
Jason Trow
Jason Trow
Corporate Officer/Principal - -
Joseph Vietri
Joseph Vietri
Corporate Officer/Principal - -
Suresh Kumar Reddy Muthukuru
Suresh Kumar Reddy Muthukuru
Corporate Officer/Principal - -
Leonid Blyukher
Leonid Blyukher
Corporate Officer/Principal - -
Heidi Francis-Paizis
Heidi Francis-Paizis
Human Resources Officer - -
Glenn S. Flego
Glenn S. Flego
Corporate Officer/Principal - -
Dean Douglas Kohmann
Dean Douglas Kohmann
Corporate Officer/Principal - -
Jim Conning
Jim Conning
Corporate Officer/Principal - -
Marc Edmondson
Marc Edmondson
Corporate Officer/Principal - -
Deb Casados
Deb Casados
Human Resources Officer - -
Jeannie Finkel
Jeannie Finkel
Human Resources Officer - -
Art Shaw
Art Shaw
Corporate Officer/Principal - -
Beth Devin
Beth Devin
Corporate Officer/Principal - -
Wilton Paul Risenhoover
Wilton Paul Risenhoover
Corporate Officer/Principal - -
Bing Chang
Bing Chang
Corporate Officer/Principal - -
Paul Joseph
Paul Joseph
Corporate Officer/Principal - -
Noor Sweid
Noor Sweid
Corporate Officer/Principal - -
Christi Olson
Christi Olson
Corporate Officer/Principal - -
Anthony M. Frank
Anthony M. Frank
Corporate Officer/Principal - -
Veronica Ortiz
Veronica Ortiz
Corporate Officer/Principal - -
Greg Gable
Greg Gable
Public Communications Contact - -
George Pratt Shultz
George Pratt Shultz
Director/Board Member - -
Carrie L. Boyko
Carrie L. Boyko
Corporate Officer/Principal 31/12/1990 30/12/1996
Rob Smith
Rob Smith
Corporate Officer/Principal - -
Rande Spiegelman
Rande Spiegelman
Corporate Officer/Principal - -
John D. Burke
John D. Burke
Corporate Officer/Principal - -
Stein Andre Olavsrud
Stein Andre Olavsrud
Corporate Officer/Principal - -
Brent DeVore
Brent DeVore
Corporate Officer/Principal - -
Yuko DuBois
Yuko DuBois
Corporate Officer/Principal - -
Salina W. Yeung
Salina W. Yeung
Corporate Officer/Principal - -
Ryan Lynn Brown
Ryan Lynn Brown
Corporate Officer/Principal - -
Debora Caley
Debora Caley
Corporate Officer/Principal - -
Richard G. Fowler
Richard G. Fowler
Investor Relations Contact - -
Petra Sipe
Petra Sipe
Corporate Officer/Principal - -
Mary Kelley
Mary Kelley
Sales & Marketing - -
Matt Blake
Matt Blake
Corporate Officer/Principal - -
Stephen John Dreiling
Stephen John Dreiling
Corporate Officer/Principal - -
Jason T. Rosener
Jason T. Rosener
Corporate Officer/Principal - -
Robert Klapper
Robert Klapper
Corporate Officer/Principal - -
Jeff Cusack
Jeff Cusack
Comptroller/Controller/Auditor - -
Scott E. Martin
Scott E. Martin
Corporate Officer/Principal - -
James Donelan
James Donelan
Chief Tech/Sci/R&D Officer - -
Mike Jump
Mike Jump
Corporate Officer/Principal - -
Anurang Revrei
Anurang Revrei
Corporate Officer/Principal - -
Mark Loehr
Mark Loehr
Corporate Officer/Principal - -
Richard Arnold
Richard Arnold
Director of Finance/CFO - -
Elsa Chan
Elsa Chan
Corporate Officer/Principal - -
Woodson M. Hobbs
Woodson M. Hobbs
Chief Tech/Sci/R&D Officer - -

Age distribution of managers

Parity Men Women

Male 23
Female 12

Of which Executive Committee

Male 10
Female 1

Of which Directors

Male 11
Female 5
ESG Refinitiv
B-

Environment

Emissions
Innovation
Use of resources

Social

Social commitment
Human Rights
Product liability
Human Resources

Governance

CSR Strategy
Management
Shareholders

Controversy

Controversy
Logo Charles Schwab
The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows: - brokerage and banking services to individual investors (73.6%); - investment services to institutional investors (26.4%). Besides, the group proposes retirement plans services. At the end of 2020, the products and services are ensured through a network of over 400 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapor.
Employees
32,300
Related indices
More about the company

Departures of Key Persons

Dave Pottruck
-
Dave Pottruck

Chief Executive Officer

31/08/1998 19/07/2004

David Fisher
-
David Fisher

Chief Executive Officer

28/02/2007 30/09/2007