Charles Schwab

Founder at The Charles Schwab Corp.

Charles Schwab

Charles Schwab

Founder at The Charles Schwab Corp.

Overview
Career Highlights

Charles & Helen Schwab Foundation
The Charles Schwab Corp.
Charles Schwab & Co., Inc.

RelSci Relationships

2642

Primary Location

San Francisco, CA, United States

Number of Boards

28

Birthday

07/29/1937 - Sacramento, CA, United States

Age

82

Number of Awards

18

Estimated Net Worth

$8.3B

Interests

Artwork Collecting, Golf

Contact Data
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Relationships
RelSci Relationships are individuals Charles Schwab likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

Former Chief Financial Officer, Senior Executive Vice President at The Charles Schwab Corp.

Relationship likelihood: Strong

Executive Vice President, Retirement Plan Services at Charles Schwab & Co., Inc.

Relationship likelihood: Strong

Executive Vice President-Investor Services at Charles Schwab & Co., Inc.

Relationship likelihood: Strong

Senior Member of the Advisory Board at The Carlyle Group, Inc.

Relationship likelihood: Strong

Founder at Charles & Helen Schwab Foundation

Relationship likelihood: Strong

Former President & Chief Executive Officer at San Francisco Symphony

Relationship likelihood: Strong

President & Chief Executive Officer, Charles Schwab Bank at The Charles Schwab Corp.

Relationship likelihood: Strong

Strategic Advisor at Saavn LLC

Relationship likelihood: Strong

Former Executive Vice President & Chief Marketing Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

Paths to Charles Schwab
Potential Connections via
Relationship Science
You
Charles Schwab
Founder at The Charles Schwab Corp.
Family Members
Child
Founder at ProcessClaims, Inc.

ProcessClaims, Inc. provides software connectivity and business process solutions. The company was founded in 2000 by David Ferrara and David Boden and is headquartered in Chicago, IL.

Child
Managing Partner at Chess Ventures LLC

Chess Ventures focuses on investments in earlier-stage technology companies that have direct applications in the financial services industry. The firm's areas of interest include (1) security, data privacy and disaster recovery (2) electronic payments (3) electronic settlements including straight-through processing (STP) (4) network and bandwidth management (5) enterprise application integration (EAI) including web services (6) differentiated products targeting high (and low) net-worth individuals and (7) credit applications targeted at consumers or enterprises. Chess Ventures generally invests in companies headquartered in the US. They prefer to invest in earlier-stage rounds. Chess Ventures leads lead funding rounds and also makes co-investments. Investments range from $1 million to $3 million per round.

Child
Senior Vice President at Charles Schwab & Co., Inc.

Schwab Charles & Co., Inc. provides investment products and services to retirement and other benefit participants. Its services include investment advisory and trading, equity research, and online financial services. The firm also provides advisory services on estate planning, life insurance, and annuities. The company was founded in 1971 and is headquartered in San Francisco, CA.

Spouse

The Charles and Helen Schwab Foundation believes that every person has the potential and deserves the opportunity to lead a happy and productive life. A quality education holds the key to much of this. Today, many young people in California and beyond are denied the education they deserve. The status quo has not served them well. We seek out organizations that turn the tables on this unacceptable reality to ensure that each student reaches his or her full potential. This is our primary focus. The Foundation also recognizes that human suffering takes many different forms and affects people from all walks of life. For this reason, we also support organizations which alleviate suffering, take aim at its root cause and give people a fair shot at their own success. For more than twenty years, the Foundation has had the privilege of collaborating with organizations and individuals who are leaders in their fields. Their work has informed and extended our own. We have learned both from our successes and our failures about the challenges of making a measurable impact. And while our primary focus is California, we recognize that positive impact here will come from those working within and beyond our geographic boundaries. We have enormous respect for the leadership, passion and ingenuity shown by so many working to transform the lives of others. We will continue to seek out organizations which share these qualities and which work tirelessly to make the world a better place. The Charles and Helen Schwab Foundation was established by Charles and Helen Schwab in 1987. It is a private foundation and is separate from The Charles Schwab Corporation and from the Charles Schwab Corporate Foundation.

Education
M.B.A.
Class of 1961

The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

B.A. in Economics
Class of 1959

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Memberships
Member
Current
Member
Current

THE ORGANIZATION'S ACTIVITIES ARE CONDUCTED AND OPERATED SUBSTANTIALLYFOR THE PLEASURE & RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THEORGANIZATION ARE RELATED TO THE PURPOSE OF PROVIDING SOCIAL &RECREATIONAL BENEFITS TO ITS MEMBERS.

Career History
Co-Founder
1987 - Current

The Charles and Helen Schwab Foundation believes that every person has the potential and deserves the opportunity to lead a happy and productive life. A quality education holds the key to much of this. Today, many young people in California and beyond are denied the education they deserve. The status quo has not served them well. We seek out organizations that turn the tables on this unacceptable reality to ensure that each student reaches his or her full potential. This is our primary focus. The Foundation also recognizes that human suffering takes many different forms and affects people from all walks of life. For this reason, we also support organizations which alleviate suffering, take aim at its root cause and give people a fair shot at their own success. For more than twenty years, the Foundation has had the privilege of collaborating with organizations and individuals who are leaders in their fields. Their work has informed and extended our own. We have learned both from our successes and our failures about the challenges of making a measurable impact. And while our primary focus is California, we recognize that positive impact here will come from those working within and beyond our geographic boundaries. We have enormous respect for the leadership, passion and ingenuity shown by so many working to transform the lives of others. We will continue to seek out organizations which share these qualities and which work tirelessly to make the world a better place. The Charles and Helen Schwab Foundation was established by Charles and Helen Schwab in 1987. It is a private foundation and is separate from The Charles Schwab Corporation and from the Charles Schwab Corporate Foundation.

Founder
1986 - Current

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

Founder
1971 - Prior

Schwab Charles & Co., Inc. provides investment products and services to retirement and other benefit participants. Its services include investment advisory and trading, equity research, and online financial services. The firm also provides advisory services on estate planning, life insurance, and annuities. The company was founded in 1971 and is headquartered in San Francisco, CA.

Boards & Committees
Member, Board of Directors
Prior - 2011

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
Prior - 2008

On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year.US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia.The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.

Member, Board of Directors
1994 - 2004

Siebel Systems, Inc. develops customer relationship management software that automates sales and customer-service operations of large corporations. It products enable companies to distribute customer information to call centers, direct sales teams, resellers, retailers and web-based sales forces. The company was founded in 1993 by Thomas M. Siebel & Patricia A. House and is located in San Mateo, CA

Chairman
2008 - 2009

At Schwab Charitable, our mission is to increase charitable giving in the United States by offering advantageous ways to give, useful information and unbiased guidance. Schwab Charitable is among the largest fundraising charities in the United States and a leading national donor-advised fund. Through the generosity of our donors, Schwab Charitable has raised over $7.8 billion for philanthropy and has facilitated more than $3.4 billion in grants to charity since inception. Working directly with individuals and with their advisors, we have developed a strategic approach to philanthropy to help donors of all sizes to frame, develop, and fulfill your charitable goals. We work hard to provide intelligent, useful, and ethical advice, delivered in the way that works best for you. While we offer technologically advanced options for managing philanthropy online, we also have a helpful, knowledgeable staff ready to answer any questions you might have. We're grateful to be at the forefront of strategic philanthropy, and we look forward to working with you to realize your (or your clients') charitable goals.

Member, Board of Trustees
Prior

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Member, Board of Directors
Prior

Bank of America NA, aka US Trust, Bank of America Private Wealth Management, offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$100K +
2018

San Francisco Museum of Modern Art provides exhibitions, education, publications, collections, and related public programs. The company was founded by Grace McCann on January 18, 1935 and is headquartered in San Francisco, CA.

$500 +
2017

The Museum of Modern Art exhibits modern and contemporary art. The organization was founded by Alfred H. Barr in 1929 and is located in New York, NY.

$100K +
2016

San Francisco Museum of Modern Art provides exhibitions, education, publications, collections, and related public programs. The company was founded by Grace McCann on January 18, 1935 and is headquartered in San Francisco, CA.

Political Donations
$2,800
2020
$2,800
2019

President & Chief Executive Officer at Renaissance Global Logistics LLC

Investments
Details Hidden

JustAnswer LLC provides answer from doctors and other professionals. It offers one-on-one online conversations with doctors, lawyers and professionals. The company was founded by Andy Kurtzig in 2003 and is headquartered in San Francisco, CA.

Details Hidden

Garage Technology Ventures LLC invests in companies located in California and the Western US. The firm targets companies operating in the fields of enterprise & cloud, software & services, mobility, consumer internet, digital media, intelligent systems, robotics and the Internet of Things. It provides financing for seed, early stage and growth capital requirements with an initial investment size of $0.5 to $3 million and invests up to $5 million in partnership with limited investors.

Details Hidden

Lattice Strategies utilizes proprietary investment analyses and allocation methodologies. Risk management methodologies are used to manage market risk, portfolio risk, tax risk, cost risk, liquidity risk, and structural risk. Lattice portfolio managers create a variety of model portfolios in conjunction with the research team. The principal model portfolios include: the Lattice Liquid Endowment Series, the Lattice Liquid Alternatives Series, and the Lattice Income Series.The Lattice Liquid Endowment Series includes: the Lattice Endowment Strategy (defensive, the Lattice Endowment Strategy (balanced), and the Lattice Endowment Strategy (growth).The Lattice Liquid Alternatives Series includes: the Lattice Defensive Alternatives Strategy and the Lattice Directional Long/Short Strategy.The Lattice Income Series includes: the Lattice Diversified Income Strategy, the Lattice Diversified Income + Growth Strategy, and the Lattice Retirement Income Strategy.The Lattice Endowment Series portfolios include investments from virtually every liquid asset class to provide broad diversification. The Lattice Liquid Alternatives Series and Lattice Income Series portfolios include investments from a diverse array of investments within each strategy's respective focus area.

Public Holdings
Restricted data only for RelSci Professional users.
Advisors
Legal Advisor

Managing Partner at Cote Capital

Real Estate Agent

Senior Global Real Estate Advisor & Associate Broker at Sotheby's International Realty, Inc.

Advisor

Media Relations Contact, Active Traders at The Charles Schwab Corp.

Awards & Honors
Rank #156
2017
Forbes Magazine - The World's Billionaires
Rank #240
2016
Forbes Magazine - The World's Billionaires
Rank #72
2015
Forbes Magazine - 400 Richest People in America
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