Speakers
Charles R. Schwab
Chairman of the board, The Charles Schwab Corporation Co-founder and chairman, Charles and Helen Schwab Foundation
Charles R. Schwab is chairman of Charles Schwab & Co. and Charles Schwab Bank, and a trustee of the Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, and Schwab Annuity Portfolios, all registered investment companies. The Charles Schwab Corporation was incorporated in 1986, and he has served as chairman and a director ever since. He was CEO from 1986 to 1997 and co-CEO from 1998 until 2004. He was re-appointed CEO in 2004 and served in that role until 2008. In 2008, President George W. Bush named Mr. Schwab chairman of the President’s Advisory Council on Financial Literacy. In addition to his professional commitments, Mr. Schwab takes an active interest in a variety of volunteer and nonprofit activities. Along with his wife, Helen, he is co-founder and chairman of the Charles and Helen Schwab Foundation, a private foundation that supports entrepreneurial organizations working in education, poverty prevention, human services, and health. Mr. Schwab also serves as chairman of the San Francisco Museum of Modern Art. He is the author of several books, including Charles Schwab’s Guide to Financial Independence, It Pays to Talk (written with his daughter, Carrie Schwab Pomerantz), and You’re Fifty—Now What? Mr. Schwab is a graduate of Stanford University, where he earned a B.A. in economics and an MBA.