Carrie Schwab-Pomerantz
Carrie Schwab-Pomerantz is a renowned advocate for financial literacy and a personal finance expert. She is the President of the Charles Schwab Corporation Foundation where she oversees the company's philanthropic strategy and resources. She established and now spearheads Schwab's highly respected Women's Investing Network, an initiative designed to educate and inspire women investors across America. Carrie speaks and writes extensively about personal finance and has devoted her career to helping people achieve financial security. With her father, company Founder, Chairman and CEO Charles Schwab, she co-authored "It Pays to Talk." She is also the author of "The Charles Schwab Guide to Finances After Fifty." Previously, Carrie has served two White House administrations on financial capability policy.
Carrie Schwab-Pomerantz Professional Experience / Academic History
Professional Experience
-
Board Chair and President, Charles Schwab Foundation
-
Managing Director and Board Chair
-
President's Advisory Council on Financial Capability
Academic History
-
M.B.A., Marketing
-
B.A., Political Science
CURRENT AFFILIATIONS
Board of Governors Member, Boys and Girls Clubs of America
Member, Women Corporate Directors
Board Member, International Women's Forum Leadership Foundation
Board of Directors, University of California, Berkeley
THE CHARLES SCHWAB CORPORATION
Carrie joined the firm in 1983, taking on a variety of client-facing and product roles.
She is a force for addressing both business and critical social issues as a former Managing Director, Consumer Education and President, Charles Schwab Foundation.
Today, she is devoted to making financial education more accessible to the American public, encouraging men and women of all ages to take better charge of their finances.
In 2010, she was appointed by President Obama to the President’s Advisory Council on Financial Capability, where she chaired the Partnership Committee.
She led the Council’s efforts to strengthen coordination between the public and private sector.
She also advised the Council on Financial Literacy under President George W. Bush.
In 2017, she was appointed to the San Francisco Commission on the Status of Women, which fosters the advancement of women and girls through policies and programs throughout the city.
RECOGNITIONS
2018 SIFMA Foundations' Education Champion Award
2015 The San Francisco Business Times' Forever Influential
2011 William E. Odom Visionary Leadership Award
2001 Working Woman's "Market Movers" in America
InvestmentNews' 25 Power Elite
The San Francisco Business Times' 100 Most Influential Women in Business
MEDIA & APPEARANCES