董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Richard A. Wurster | 男 | President,Chief Executive Officer and Director | 52 | 1875.52万美元 | 69.68 | 2026-05-21 |
| John K. Adams, Jr. | 男 | Independent Director | 70 | 40.01万美元 | 8.76 | 2026-05-21 |
| Joan T. Dea | 女 | Independent Director | 62 | 38.01万美元 | 5.96 | 2026-05-21 |
| Charles A. Ruffel | 男 | Independent Director | 70 | 37.01万美元 | 8.16 | 2026-05-21 |
| Marianne C. Brown | 女 | Independent Director | 67 | 40.01万美元 | 2.94 | 2026-05-21 |
| Carolyn Schwab Pomerantz | 女 | Director | 66 | 33.51万美元 | 170.67 | 2026-05-21 |
| Carolyn Schwab Pomerantz | 女 | Director | 66 | 未披露 | 未持股 | 2026-05-21 |
| Arun Sarin | 男 | Independent Director | 71 | 35.01万美元 | 7.53 | 2026-05-21 |
| Christopher V. Dodds | 男 | Independent Director | 66 | 37.66万美元 | 45.22 | 2026-05-21 |
| Frank C. Herringer | 男 | Independent Director | 83 | 38.01万美元 | 28.52 | 2026-05-21 |
| Paula A. Sneed | 女 | Independent Director | 78 | 36.51万美元 | 12.04 | 2026-05-21 |
| Charles R. Schwab | 男 | Co-Chairman and Director | 88 | 854.02万美元 | 10303.99 | 2026-05-21 |
| Walter W. Bettinger II | 男 | Co-Chairman and Director | 65 | 626.12万美元 | 276.79 | 2026-05-21 |
| Stephen A. Ellis | 男 | Independent Director | 63 | 35.01万美元 | 18.93 | 2026-05-21 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Richard A. Wurster | 男 | President,Chief Executive Officer and Director | 52 | 1875.52万美元 | 69.68 | 2026-05-21 |
| Nigel J. Murtagh | 男 | Managing Director and Chief Risk Officer | 62 | 未披露 | 未持股 | 2026-05-21 |
| Jonathan M. Craig | 男 | Managing Director and Head of Investor Services | 54 | 627.03万美元 | 39.26 | 2026-05-21 |
| Peter J. Morgan III | 男 | Managing Director, General Counsel and Corporate Secretary | 61 | 未披露 | 未持股 | 2026-05-21 |
| Michael D. Verdeschi | 男 | Managing Director and Chief Financial Officer | 57 | 811.77万美元 | 3.48 | 2026-05-21 |
| Jonathan S. Beatty | 男 | Managing Director and Head of Advisor Services | 60 | 未披露 | 未持股 | 2026-05-21 |
| Paul V. Woolway | 男 | Managing Director and Chief Banking Officer | 60 | 未披露 | 未持股 | 2026-05-21 |
| Dennis W. Howard | 男 | Managing Director and Chief Technology, Operations and Data Officer | 57 | 未披露 | 未持股 | 2026-05-21 |
董事简历
中英对照 | 中文 | 英文- Richard A. Wurster
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Richard A. Wurster，自2021年起担任公司总裁及公司控股子公司Charles Schwab公司总裁兼董事。他此前于2021年担任执行副总裁兼嘉信资产管理服务主管，并于2019年至2021年担任嘉信资产管理解决方案主管。2019年至2021年担任公司控股子公司Charles Schwab Investment Management, Inc.的首席执行官，2018年至2021年担任公司控股子公司Charles Schwab投资咨询公司的首席执行官。他还曾于2016年至2018年担任该公司子公司ThomasPartners，Inc.和Windhaven Investment Management，Inc.的首席执行官。他担任嘉信理财家族基金、Schwab Investments、Schwab Capital Trust、Schwab Annuity Portfolios、Laudus Trust、Schwab Strategic Trust的受托人。Wurster先生于2016年加入公司。
Richard A. Wurster is CEO of the company. He has served as CEO and a member of the board since January 2025 and as President of the company since 2021. Mr. Wurster previously served as President and director of CS&Co from 2021 to 2024, Executive Vice President and Head of Schwab Asset Management Services in 2021 and Head of Schwab Asset Management Solutions from 2019 to 2021. He was CEO of Charles Schwab Investment Management, Inc., a subsidiary of the company, from 2019 to 2021, and of Charles Schwab Investment Advisory, Inc., a subsidiary of the company, from 2018 to 2021. He was also CEO of ThomasPartners, Inc. and Windhaven Investment Management, Inc., subsidiaries of the company, from 2016 to 2018. He serves as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, and Schwab Strategic Trust. Before joining the company in 2016, Mr. Wurster was employed at Wellington Management, Inc., an investment management services provider, and McKinsey & Company, Inc., a management consulting firm, where he was a leader of the asset management practice and an Associate Principal, respectively. - Richard A. Wurster，自2021年起担任公司总裁及公司控股子公司Charles Schwab公司总裁兼董事。他此前于2021年担任执行副总裁兼嘉信资产管理服务主管，并于2019年至2021年担任嘉信资产管理解决方案主管。2019年至2021年担任公司控股子公司Charles Schwab Investment Management, Inc.的首席执行官，2018年至2021年担任公司控股子公司Charles Schwab投资咨询公司的首席执行官。他还曾于2016年至2018年担任该公司子公司ThomasPartners，Inc.和Windhaven Investment Management，Inc.的首席执行官。他担任嘉信理财家族基金、Schwab Investments、Schwab Capital Trust、Schwab Annuity Portfolios、Laudus Trust、Schwab Strategic Trust的受托人。Wurster先生于2016年加入公司。
- Richard A. Wurster is CEO of the company. He has served as CEO and a member of the board since January 2025 and as President of the company since 2021. Mr. Wurster previously served as President and director of CS&Co from 2021 to 2024, Executive Vice President and Head of Schwab Asset Management Services in 2021 and Head of Schwab Asset Management Solutions from 2019 to 2021. He was CEO of Charles Schwab Investment Management, Inc., a subsidiary of the company, from 2019 to 2021, and of Charles Schwab Investment Advisory, Inc., a subsidiary of the company, from 2018 to 2021. He was also CEO of ThomasPartners, Inc. and Windhaven Investment Management, Inc., subsidiaries of the company, from 2016 to 2018. He serves as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, and Schwab Strategic Trust. Before joining the company in 2016, Mr. Wurster was employed at Wellington Management, Inc., an investment management services provider, and McKinsey & Company, Inc., a management consulting firm, where he was a leader of the asset management practice and an Associate Principal, respectively.
- John K. Adams, Jr.
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John K. Adams, Jr. ，他曾担任UBS Investment Bank（财务服务公司）的财务机构集团的管理董事（从2002年到2013年）。加入UBS公司之前，他曾任职Credit Suisse公司的财务机构集团（从1985年到2002年）。他目前任职于Navient Corporation（信贷管理、服务和资产追回公司）的董事会。他的任期将于2016年期满。
John K. Adams, Jr. is a former Managing Director in the Financial Institutions Group at UBS Investment Bank (UBS), a financial services firm, where he served from 2002 until 2013. Prior to joining UBS, Mr. Adams was with Credit Suisse's Financial Institutions Group from 1985 until 2002. He has served as a member of the Board of Directors of CSB since 2015. He served as a member of the Board of Directors of Navient Corporation, a financial services company that services and collects student loans, from 2014 to 2018. - John K. Adams, Jr. ，他曾担任UBS Investment Bank（财务服务公司）的财务机构集团的管理董事（从2002年到2013年）。加入UBS公司之前，他曾任职Credit Suisse公司的财务机构集团（从1985年到2002年）。他目前任职于Navient Corporation（信贷管理、服务和资产追回公司）的董事会。他的任期将于2016年期满。
- John K. Adams, Jr. is a former Managing Director in the Financial Institutions Group at UBS Investment Bank (UBS), a financial services firm, where he served from 2002 until 2013. Prior to joining UBS, Mr. Adams was with Credit Suisse's Financial Institutions Group from 1985 until 2002. He has served as a member of the Board of Directors of CSB since 2015. He served as a member of the Board of Directors of Navient Corporation, a financial services company that services and collects student loans, from 2014 to 2018.
- Joan T. Dea
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Joan T. Dea是一家私人投资和咨询公司Beckwith Investments的创始人，自2008年以来一直担任董事总经理。2003年至2008年，她在BMO Financial Group执行委员会任职，最近担任战略管理执行副总裁。 和企业营销。 她曾于1994年至2003年担任波士顿咨询集团的合伙人兼董事，在此期间，她是全球金融服务业务的领导者。 她自2011年起担任查尔斯·施瓦布银行（Charles Schwab Bank）董事会成员，自2006年起担任Cineplex Inc.董事会成员。她于2015年至2017年担任Performance Sports Group董事会成员，并于2009年至2015年担任Torstar Corporation董事会成员。 Dea的任期将于2021年到期。
Joan T. Dea is the founder of Beckwith Investments LLC, a private investment and consulting firm, and has served as Managing Director since 2008. She served on the Executive Committee of BMO Financial Group from 2003 to 2008, most recently as Executive Vice President, Strategic Management and Corporate Marketing. She was previously a partner and director at Boston Consulting Group (BCG), a management consulting firm, from 1994 to 2003, where she was a leader in the global financial services practice. She has served as a member of the Board of Directors of CSB since 2011 and Cineplex Inc. (Cineplex), a diversified media company, from 2006 to 2025. She served as a member of the Board of Directors of Performance Sports Group Ltd., a sports equipment and apparel company, from 2015 to 2017 and Torstar Corporation, a media company, from 2009 to 2015. - Joan T. Dea是一家私人投资和咨询公司Beckwith Investments的创始人，自2008年以来一直担任董事总经理。2003年至2008年，她在BMO Financial Group执行委员会任职，最近担任战略管理执行副总裁。 和企业营销。 她曾于1994年至2003年担任波士顿咨询集团的合伙人兼董事，在此期间，她是全球金融服务业务的领导者。 她自2011年起担任查尔斯·施瓦布银行（Charles Schwab Bank）董事会成员，自2006年起担任Cineplex Inc.董事会成员。她于2015年至2017年担任Performance Sports Group董事会成员，并于2009年至2015年担任Torstar Corporation董事会成员。 Dea的任期将于2021年到期。
- Joan T. Dea is the founder of Beckwith Investments LLC, a private investment and consulting firm, and has served as Managing Director since 2008. She served on the Executive Committee of BMO Financial Group from 2003 to 2008, most recently as Executive Vice President, Strategic Management and Corporate Marketing. She was previously a partner and director at Boston Consulting Group (BCG), a management consulting firm, from 1994 to 2003, where she was a leader in the global financial services practice. She has served as a member of the Board of Directors of CSB since 2011 and Cineplex Inc. (Cineplex), a diversified media company, from 2006 to 2025. She served as a member of the Board of Directors of Performance Sports Group Ltd., a sports equipment and apparel company, from 2015 to 2017 and Torstar Corporation, a media company, from 2009 to 2015.
- Charles A. Ruffel
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Charles A. Ruffel是私募股权公司Kudu Investment Management，LLC的创始人和管理合伙人。从2009年到2015年，他担任投资银行公司Kudu Advisors，LLC的首席执行官兼执行合伙人。他是Asset International，Inc.（资产管理领域的信息提供商）的创始人兼首席执行官， 1989年至2010年期间担任退休和银行服务。2009年至2018年，他担任嘉信理财策略信托公司的受托人，并担任查尔斯·施瓦布家族基金，嘉信理财，嘉信理财和嘉信年金投资组合，劳杜斯信托和从2015年至2018年，他担任劳杜斯机构信托。自2018年以来，他一直担任查尔斯·施瓦布银行（Charles Schwab Bank）董事会成员。鲁费尔先生（Ruffel）担任Aspire Financial Services，LLC（金融服务和退休）董事会成员规划公司，任职于2012年至2019年。他于2010年至2014年担任金融媒体业务Case Interactive Media，Inc.的董事会成员。Ruffel的任期于2021年届满。
Charles A. Ruffel is the founder and Managing Partner of Kudu Investment Management, LLC, a private equity firm. He served as CEO and Managing Partner of Kudu Advisors, LLC (Kudu Advisors), an investment banking company, from 2009 to 2015. He was the founder and CEO of Asset International, Inc. (Asset International), an information provider in the field of asset management, retirement, and bank services, from 1989 to 2010. He served as a trustee of Schwab Strategic Trust from 2009 to 2018 and as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust and Schwab Annuity Portfolios, Laudus Trust, and Laudus Institutional Trust from 2015 to 2018. He has served as a member of the Board of Directors of CSB since 2018. Mr. Ruffel served as a member of the Board of Directors of Aspire Financial Services, LLC, a financial services and retirement planning company, from 2012 to 2019. - Charles A. Ruffel是私募股权公司Kudu Investment Management，LLC的创始人和管理合伙人。从2009年到2015年，他担任投资银行公司Kudu Advisors，LLC的首席执行官兼执行合伙人。他是Asset International，Inc.（资产管理领域的信息提供商）的创始人兼首席执行官， 1989年至2010年期间担任退休和银行服务。2009年至2018年，他担任嘉信理财策略信托公司的受托人，并担任查尔斯·施瓦布家族基金，嘉信理财，嘉信理财和嘉信年金投资组合，劳杜斯信托和从2015年至2018年，他担任劳杜斯机构信托。自2018年以来，他一直担任查尔斯·施瓦布银行（Charles Schwab Bank）董事会成员。鲁费尔先生（Ruffel）担任Aspire Financial Services，LLC（金融服务和退休）董事会成员规划公司，任职于2012年至2019年。他于2010年至2014年担任金融媒体业务Case Interactive Media，Inc.的董事会成员。Ruffel的任期于2021年届满。
- Charles A. Ruffel is the founder and Managing Partner of Kudu Investment Management, LLC, a private equity firm. He served as CEO and Managing Partner of Kudu Advisors, LLC (Kudu Advisors), an investment banking company, from 2009 to 2015. He was the founder and CEO of Asset International, Inc. (Asset International), an information provider in the field of asset management, retirement, and bank services, from 1989 to 2010. He served as a trustee of Schwab Strategic Trust from 2009 to 2018 and as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust and Schwab Annuity Portfolios, Laudus Trust, and Laudus Institutional Trust from 2015 to 2018. He has served as a member of the Board of Directors of CSB since 2018. Mr. Ruffel served as a member of the Board of Directors of Aspire Financial Services, LLC, a financial services and retirement planning company, from 2012 to 2019.
- Marianne C. Brown
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Marianne C. Brown，自2018年1月至2019年6月，担任Fidelity National Information Services， Inc. （FIS）全球金融解决方案组织的首席运营官。在此之前，她曾担任FIS的首席运营官，负责机构和批发业务（2015年12月收购SunGard Financial Systems）。2014年2月至2015年11月，Brown女士担任SunGard Financial Systems（软件和IT服务提供商）的首席运营官。在此之前，Brown女士从2006年3月到2014年2月担任全球金融服务技术公司Omgeo的首席执行官兼总裁。
Marianne C. Brown served as the Chief Operating Officer of Fidelity National Information Services, Inc.'s (FIS) Global Financial Solutions organization from January 2018 until June 2019. Prior to that, Ms. Brown served as Chief Operating Officer, Institutional and Wholesale Business of FIS since December 2015, when it acquired SunGard Financial Systems. Ms. Brown was the Chief Operating Officer of SunGard Financial Systems, a software and IT services provider, from February 2014 to November 2015. Prior to that, Ms. Brown was the CEO and president of Omgeo, a global financial services technology company, from March 2006 to February 2014. - Marianne C. Brown，自2018年1月至2019年6月，担任Fidelity National Information Services， Inc. （FIS）全球金融解决方案组织的首席运营官。在此之前，她曾担任FIS的首席运营官，负责机构和批发业务（2015年12月收购SunGard Financial Systems）。2014年2月至2015年11月，Brown女士担任SunGard Financial Systems（软件和IT服务提供商）的首席运营官。在此之前，Brown女士从2006年3月到2014年2月担任全球金融服务技术公司Omgeo的首席执行官兼总裁。
- Marianne C. Brown served as the Chief Operating Officer of Fidelity National Information Services, Inc.'s (FIS) Global Financial Solutions organization from January 2018 until June 2019. Prior to that, Ms. Brown served as Chief Operating Officer, Institutional and Wholesale Business of FIS since December 2015, when it acquired SunGard Financial Systems. Ms. Brown was the Chief Operating Officer of SunGard Financial Systems, a software and IT services provider, from February 2014 to November 2015. Prior to that, Ms. Brown was the CEO and president of Omgeo, a global financial services technology company, from March 2006 to February 2014.
- Carolyn Schwab Pomerantz
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Carolyn Schwab Pomerantz，自2002年起担任Charles Schwab Foundation（公司的慈善基金会）总裁，并自2014年起担任Charles Schwab Foundation主席。她曾担任CS&Co的消费者教育董事总经理（2022年4月以来），并担任CS&Co的消费者教育高级副总裁（2005年至2022年5月）。自2012年以来，她还担任Schwab Charitable Fund（捐赠者建议基金）的主席；自2021年以来，她担任美国Boys & Girls Clubs（非营利公司）的理事会主席。Schwab-Pomerantz女士在CS&Co工作了40年。Schwab- pomerantz女士是公司联合主席兼创始人Charles R. Schwab的女儿。Schwab-Pomerantz是今年大选的候选人。
Carolyn Schwab Pomerantz was employed by CS&Co for 40 years. She served as Managing Director, Consumer Education of CS&Co from 2022 to 2023 and served as Senior Vice President, Consumer Education of CS&Co from 2005 to 2022. Ms. Schwab Pomerantz also served as President of Charles Schwab Foundation, a charitable foundation, from 2002 to 2023, and as Chair of Charles Schwab Foundation from 2014 to 2023. She also served as Chair of Schwab Charitable Fund, a donor advised fund, from 2012 to 2023, and as Chair of the Board of Governors for Boys & Girls Clubs of America, a nonprofit corporation, from 2021 to 2022 (and has served as Chair Emeritus since 2023). Ms. Schwab Pomerantz is the daughter of the company's Co Chairman and founder Charles R. Schwab. - Carolyn Schwab Pomerantz，自2002年起担任Charles Schwab Foundation（公司的慈善基金会）总裁，并自2014年起担任Charles Schwab Foundation主席。她曾担任CS&Co的消费者教育董事总经理（2022年4月以来），并担任CS&Co的消费者教育高级副总裁（2005年至2022年5月）。自2012年以来，她还担任Schwab Charitable Fund（捐赠者建议基金）的主席；自2021年以来，她担任美国Boys & Girls Clubs（非营利公司）的理事会主席。Schwab-Pomerantz女士在CS&Co工作了40年。Schwab- pomerantz女士是公司联合主席兼创始人Charles R. Schwab的女儿。Schwab-Pomerantz是今年大选的候选人。
- Carolyn Schwab Pomerantz was employed by CS&Co for 40 years. She served as Managing Director, Consumer Education of CS&Co from 2022 to 2023 and served as Senior Vice President, Consumer Education of CS&Co from 2005 to 2022. Ms. Schwab Pomerantz also served as President of Charles Schwab Foundation, a charitable foundation, from 2002 to 2023, and as Chair of Charles Schwab Foundation from 2014 to 2023. She also served as Chair of Schwab Charitable Fund, a donor advised fund, from 2012 to 2023, and as Chair of the Board of Governors for Boys & Girls Clubs of America, a nonprofit corporation, from 2021 to 2022 (and has served as Chair Emeritus since 2023). Ms. Schwab Pomerantz is the daughter of the company's Co Chairman and founder Charles R. Schwab.
- Carolyn Schwab Pomerantz
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Carolyn Schwab Pomerantz受雇于CS & Co长达40年。她于2022年至2023年担任CS & Co消费者教育董事总经理，并于2005年至2022年担任CS & Co消费者教育高级副总裁。Schwab Pomerantz女士还于2002年至2023年担任慈善基金会Charles Schwab基金会主席，并于2014年至2023年担任Charles Schwab基金会主席。她还曾于2012年至2023年担任捐赠建议基金Schwab Charitable Fund的主席，并于2021年至2022年担任非营利性公司美国男孩女孩俱乐部理事会主席（并自2023年起担任名誉主席）。Schwab Pomerantz女士是该公司联合董事长兼创始人Charles R. Schwab的女儿。
Carolyn Schwab Pomerantz was employed by CS&Co for 40 years. She served as Managing Director, Consumer Education of CS&Co from 2022 to 2023 and served as Senior Vice President, Consumer Education of CS&Co from 2005 to 2022. Ms. Schwab Pomerantz also served as President of Charles Schwab Foundation, a charitable foundation, from 2002 to 2023, and as Chair of Charles Schwab Foundation from 2014 to 2023. She also served as Chair of Schwab Charitable Fund, a donor advised fund, from 2012 to 2023, and as Chair of the Board of Governors for Boys & Girls Clubs of America, a nonprofit corporation, from 2021 to 2022 (and has served as Chair Emeritus since 2023). Ms. Schwab Pomerantz is the daughter of the company's Co Chairman and founder Charles R. Schwab. - Carolyn Schwab Pomerantz受雇于CS & Co长达40年。她于2022年至2023年担任CS & Co消费者教育董事总经理，并于2005年至2022年担任CS & Co消费者教育高级副总裁。Schwab Pomerantz女士还于2002年至2023年担任慈善基金会Charles Schwab基金会主席，并于2014年至2023年担任Charles Schwab基金会主席。她还曾于2012年至2023年担任捐赠建议基金Schwab Charitable Fund的主席，并于2021年至2022年担任非营利性公司美国男孩女孩俱乐部理事会主席（并自2023年起担任名誉主席）。Schwab Pomerantz女士是该公司联合董事长兼创始人Charles R. Schwab的女儿。
- Carolyn Schwab Pomerantz was employed by CS&Co for 40 years. She served as Managing Director, Consumer Education of CS&Co from 2022 to 2023 and served as Senior Vice President, Consumer Education of CS&Co from 2005 to 2022. Ms. Schwab Pomerantz also served as President of Charles Schwab Foundation, a charitable foundation, from 2002 to 2023, and as Chair of Charles Schwab Foundation from 2014 to 2023. She also served as Chair of Schwab Charitable Fund, a donor advised fund, from 2012 to 2023, and as Chair of the Board of Governors for Boys & Girls Clubs of America, a nonprofit corporation, from 2021 to 2022 (and has served as Chair Emeritus since 2023). Ms. Schwab Pomerantz is the daughter of the company's Co Chairman and founder Charles R. Schwab.
- Arun Sarin
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Arun Sarin，沃达丰 PLC（一家电信公司），首席执行官（2003 – 2008）和董事（1999 – 2008），美国/亚太地区首席执行官（1999 – 2000）；Accel-KKR Telecom（一家私募股权公司），首席执行官（2001 – 2003）；InfoSpace，Inc.，（一家信息技术公司），首席执行官（2000 – 2001）；AirTouch Communications，Inc.（一家无线电信公司），总裁兼首席运营官（1997 – 1999）；Kohlberg Kravis Roberts & Co.，高级顾问（2008 – 2013）。印度哈拉格布尔印度理工学院理学学士学位。加州大学伯克利分校MBA和理学硕士（工程）学位。
Arun Sarin served as CEO of Vodafone Group Plc (Vodafone), a mobile telecommunications company, from 2003 until his retirement in 2008. Beginning in 1984, he held a variety of management positions with Pacific Telesis Group, a telecommunications company, and AirTouch Communications, Inc. (AirTouch), a wireless telecommunications company, which was spun off from Pacific Telesis Group in 1994. He was appointed President and COO of AirTouch in 1997. In 1999, Mr. Sarin was appointed CEO of Vodafone's US/AsiaPacific region. He left Vodafone in 2000 to become CEO of Infospace, Inc., an information technology company. From 2002 until 2003, he served as CEO of Accel KKR Telecom, a private equity firm, and rejoined Vodafone in 2003. He served as a non executive director of the Court of the Bank of England from 2005 until 2009. He served as a member of the Board of Directors of Blackhawk Network Holdings, Inc from 2009 to 2018, Safeway, Inc. from 2009 to 2015, Cisco Systems, Inc., a provider of networking and IT solutions, from 2009 to 2020, and Chairman of the Board of Trepont Acquisition Corp I, a special purpose acquisition company, from 2020 to 2022. Mr. Sarin has served as lead independent director of Accenture plc, a consulting and information technology services company, since February 2025 and as a member of the Board of Directors since 2015. Mr. Sarin has served as a member of the Board of Directors of Ola Electric Mobility Limited, an electric vehicle company, since 2019. He served as a member of the Board of Directors of Cerence Inc., an automotive software company, from 2019 to February 2026 and as Chairman of the Board from 2019 to February 2025. - Arun Sarin，沃达丰 PLC（一家电信公司），首席执行官（2003 – 2008）和董事（1999 – 2008），美国/亚太地区首席执行官（1999 – 2000）；Accel-KKR Telecom（一家私募股权公司），首席执行官（2001 – 2003）；InfoSpace，Inc.，（一家信息技术公司），首席执行官（2000 – 2001）；AirTouch Communications，Inc.（一家无线电信公司），总裁兼首席运营官（1997 – 1999）；Kohlberg Kravis Roberts & Co.，高级顾问（2008 – 2013）。印度哈拉格布尔印度理工学院理学学士学位。加州大学伯克利分校MBA和理学硕士（工程）学位。
- Arun Sarin served as CEO of Vodafone Group Plc (Vodafone), a mobile telecommunications company, from 2003 until his retirement in 2008. Beginning in 1984, he held a variety of management positions with Pacific Telesis Group, a telecommunications company, and AirTouch Communications, Inc. (AirTouch), a wireless telecommunications company, which was spun off from Pacific Telesis Group in 1994. He was appointed President and COO of AirTouch in 1997. In 1999, Mr. Sarin was appointed CEO of Vodafone's US/AsiaPacific region. He left Vodafone in 2000 to become CEO of Infospace, Inc., an information technology company. From 2002 until 2003, he served as CEO of Accel KKR Telecom, a private equity firm, and rejoined Vodafone in 2003. He served as a non executive director of the Court of the Bank of England from 2005 until 2009. He served as a member of the Board of Directors of Blackhawk Network Holdings, Inc from 2009 to 2018, Safeway, Inc. from 2009 to 2015, Cisco Systems, Inc., a provider of networking and IT solutions, from 2009 to 2020, and Chairman of the Board of Trepont Acquisition Corp I, a special purpose acquisition company, from 2020 to 2022. Mr. Sarin has served as lead independent director of Accenture plc, a consulting and information technology services company, since February 2025 and as a member of the Board of Directors since 2015. Mr. Sarin has served as a member of the Board of Directors of Ola Electric Mobility Limited, an electric vehicle company, since 2019. He served as a member of the Board of Directors of Cerence Inc., an automotive software company, from 2019 to February 2026 and as Chairman of the Board from 2019 to February 2025.
- Christopher V. Dodds
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Christopher V. Dodds自2008年6月起一直是一位董事。2008年起他担任私有股本公司The Carlyle Group的运营行政官。除了2007年起成为Charles Schwab Bank董事会一员外，他还分别自2007年，2011年起和2013年起任职于Baron Capital，Avalon Advisors，以及The TCW Group三家金融服务公司的董事会。2006年至2009年他任职于Cost Plus Inc.的董事会。1986年至2007年他在The Charles Schwab Corporation（“Schwab”）担任过几个职位。最近从1999年至2007年他担任Schwab的执行副总裁兼首席财务官，负责在成长，裁员和收益阶段管理其金融事务。在被任命为首席财务官之前，他在Schwab担任过几个关键职位，包括公司财务总监和公司财务主管。在Schwab的经历之前，他担任过几家公司的财务分析师，包括American Hawaii Cruises，Exxon Corporation以及the Gulf Oil Corporation。
Christopher V. Dodds has served as the Co Founder and Managing Member of Crown Oak Advisors, LLC, a registered investment advisor, since 2020. Mr. Dodds has also served as an operating partner at The Cynosure Group, LLC, a private equity firm, since 2018. He served as a senior advisor at The Carlyle Group, a private equity firm, from 2008 to 2018. From 1986 to 2007, Mr. Dodds held several key positions at the company, including Executive Vice President and CFO. He has served as a member of the Board of Directors of CSB since 2007. He served as a member of the Board of Directors of Investment Technology Group, Inc., a brokerage and financial markets technology company, from 2008 to 2015. - Christopher V. Dodds自2008年6月起一直是一位董事。2008年起他担任私有股本公司The Carlyle Group的运营行政官。除了2007年起成为Charles Schwab Bank董事会一员外，他还分别自2007年，2011年起和2013年起任职于Baron Capital，Avalon Advisors，以及The TCW Group三家金融服务公司的董事会。2006年至2009年他任职于Cost Plus Inc.的董事会。1986年至2007年他在The Charles Schwab Corporation（“Schwab”）担任过几个职位。最近从1999年至2007年他担任Schwab的执行副总裁兼首席财务官，负责在成长，裁员和收益阶段管理其金融事务。在被任命为首席财务官之前，他在Schwab担任过几个关键职位，包括公司财务总监和公司财务主管。在Schwab的经历之前，他担任过几家公司的财务分析师，包括American Hawaii Cruises，Exxon Corporation以及the Gulf Oil Corporation。
- Christopher V. Dodds has served as the Co Founder and Managing Member of Crown Oak Advisors, LLC, a registered investment advisor, since 2020. Mr. Dodds has also served as an operating partner at The Cynosure Group, LLC, a private equity firm, since 2018. He served as a senior advisor at The Carlyle Group, a private equity firm, from 2008 to 2018. From 1986 to 2007, Mr. Dodds held several key positions at the company, including Executive Vice President and CFO. He has served as a member of the Board of Directors of CSB since 2007. He served as a member of the Board of Directors of Investment Technology Group, Inc., a brokerage and financial markets technology company, from 2008 to 2015.
- Frank C. Herringer
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Frank C. Herringer自1995年以来一直担任Transamerica Corporation的董事会主席。Herringer先生在Transamerica 担任位高管20年，包括从1991一直担任其首席执行官，直到该公司被Aegon N.V。收购，这是一家人寿保险，养老金和资产管理公司；他随后在1999年担任Aegon的执行董事会一年，并且他目前是Aegon U.S. Holding Corporation的董事，他自1999年以来就一直担任该职务。Herringer先生一直是The Charles Schwab Corporation的董事，这是一家经纪公司和银行公司，他自1996年以来一直担任Safeway Inc.的薪酬，提名和公司治理委员会成员，这是一家食品和药品零售商，自2008年以来担任其执行薪酬和执行委员会成员，并且主持其提名和公司治理委员会。他目前是Cardax Pharmaceuticals, Inc的董事，这是一家生物技术公司，他在2005年他加入该公司；他也是加州太平洋医学中心基金会（ California Pacific Medical Center Foundation）董事会成员，这是一个非盈利组织，其为加州太平洋医学中心发展慈善资源，是一个私人，非营利性学术医学中心，他在2013年加入该基金会。从2002年到2005年Herringer先生是 AT&T Corporation的董事，也是其审计和薪酬委员会成员。在2004年Herringer先生被 the Outstanding Directors Exchange任命为本年度杰出董事。Herringer先生从达特茅斯学院（Dartmouth College）获得本科学位和工商管理学硕士学位。
Frank C. Herringer is the former Chairman of the Board and CEO of Transamerica Corporation (Transamerica), a financial services company. He served as Chairman of the Board of Transamerica from 1996 until 2015, CEO from 1991 until 1999 and President from 1986 until 1999, when Transamerica was acquired by AEGON N.V. (AEGON). From the date of the acquisition until 2000, Mr. Herringer served on the Executive Board of AEGON and as Chairman of the Board of AEGON USA, Inc. Mr. Herringer served as a member of the Board of Directors of Transamerica from 1986 to 2018. Mr. Herringer also served as a member of the Boards of Directors of Amgen Inc. from 2004 to 2019, Cardax Pharmaceuticals, Inc. from 2006 to 2015, and Safeway, Inc. from 2008 to 2015. - Frank C. Herringer自1995年以来一直担任Transamerica Corporation的董事会主席。Herringer先生在Transamerica 担任位高管20年，包括从1991一直担任其首席执行官，直到该公司被Aegon N.V。收购，这是一家人寿保险，养老金和资产管理公司；他随后在1999年担任Aegon的执行董事会一年，并且他目前是Aegon U.S. Holding Corporation的董事，他自1999年以来就一直担任该职务。Herringer先生一直是The Charles Schwab Corporation的董事，这是一家经纪公司和银行公司，他自1996年以来一直担任Safeway Inc.的薪酬，提名和公司治理委员会成员，这是一家食品和药品零售商，自2008年以来担任其执行薪酬和执行委员会成员，并且主持其提名和公司治理委员会。他目前是Cardax Pharmaceuticals, Inc的董事，这是一家生物技术公司，他在2005年他加入该公司；他也是加州太平洋医学中心基金会（ California Pacific Medical Center Foundation）董事会成员，这是一个非盈利组织，其为加州太平洋医学中心发展慈善资源，是一个私人，非营利性学术医学中心，他在2013年加入该基金会。从2002年到2005年Herringer先生是 AT&T Corporation的董事，也是其审计和薪酬委员会成员。在2004年Herringer先生被 the Outstanding Directors Exchange任命为本年度杰出董事。Herringer先生从达特茅斯学院（Dartmouth College）获得本科学位和工商管理学硕士学位。
- Frank C. Herringer is the former Chairman of the Board and CEO of Transamerica Corporation (Transamerica), a financial services company. He served as Chairman of the Board of Transamerica from 1996 until 2015, CEO from 1991 until 1999 and President from 1986 until 1999, when Transamerica was acquired by AEGON N.V. (AEGON). From the date of the acquisition until 2000, Mr. Herringer served on the Executive Board of AEGON and as Chairman of the Board of AEGON USA, Inc. Mr. Herringer served as a member of the Board of Directors of Transamerica from 1986 to 2018. Mr. Herringer also served as a member of the Boards of Directors of Amgen Inc. from 2004 to 2019, Cardax Pharmaceuticals, Inc. from 2006 to 2015, and Safeway, Inc. from 2008 to 2015.
- Paula A. Sneed
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Paula A. Sneed 是Phelps Prescott Group, LLC的董事长兼首席执行长，这是一个战略和管理咨询公司。从2005年6月直到在2006年12月退休，她一直在Kraft Foods, Inc.担任全球营销资源和行动执行副总裁。她负责领导Kraft的大约700人的全球营销服务组织，广告、媒体、促销、营销研究、包装、数字互动营销、CRM和其他市场营销项目，服务100多家食品大品牌。Sneed女士在1997年加入General Foods Corporation （后来与卡夫食品（Kraft Foods）合并），并且自1986年以来担任各众高管职位。她还是美国的Simmons College and Teach的受托人，也是哈佛商学院（Harvard Business School）巡视委员会成员。Sneed女士也是The Charles Schwab Corporation 和 TE Connectivity Ltd.的董事会成员。Sneed 女士自1999年以来一直是Airgas的董事。
Paula A. Sneed is Chairman and CEO of Phelps Prescott Group, LLC (Phelps Prescott), a strategy and management consulting firm. She served as Executive Vice President, Global Marketing Resources and Initiatives, of Kraft Foods, Inc. (Kraft), a global food and beverage company, from 2005 until her retirement in 2006; Senior Vice President, Global Marketing Resources and Initiatives from 2004 to 2005; and Group Vice President and President of E Commerce and Marketing Services for Kraft Foods North America, part of Kraft, from 2000 until 2004. She joined General Foods Corporation (which later merged with Kraft) in 1977 and held a variety of senior executive positions, including Chief Marketing Officer, Executive Vice President and President eCommerce division, Executive Vice President and President Desserts division, and Senior Vice President and President Food Service division. Ms. Sneed served as a member of the Board of Directors of Berry Global Group, Inc., a package manufacturing company, from 2018 to 2022; as a member of the Board of Directors of TE Connectivity plc, a manufacturer of engineered electronic components, network solutions, and telecommunications systems, from 2007 to 2020; and as a member of the Board of Directors of Airgas, Inc from 1999 to 2016. - Paula A. Sneed 是Phelps Prescott Group, LLC的董事长兼首席执行长，这是一个战略和管理咨询公司。从2005年6月直到在2006年12月退休，她一直在Kraft Foods, Inc.担任全球营销资源和行动执行副总裁。她负责领导Kraft的大约700人的全球营销服务组织，广告、媒体、促销、营销研究、包装、数字互动营销、CRM和其他市场营销项目，服务100多家食品大品牌。Sneed女士在1997年加入General Foods Corporation （后来与卡夫食品（Kraft Foods）合并），并且自1986年以来担任各众高管职位。她还是美国的Simmons College and Teach的受托人，也是哈佛商学院（Harvard Business School）巡视委员会成员。Sneed女士也是The Charles Schwab Corporation 和 TE Connectivity Ltd.的董事会成员。Sneed 女士自1999年以来一直是Airgas的董事。
- Paula A. Sneed is Chairman and CEO of Phelps Prescott Group, LLC (Phelps Prescott), a strategy and management consulting firm. She served as Executive Vice President, Global Marketing Resources and Initiatives, of Kraft Foods, Inc. (Kraft), a global food and beverage company, from 2005 until her retirement in 2006; Senior Vice President, Global Marketing Resources and Initiatives from 2004 to 2005; and Group Vice President and President of E Commerce and Marketing Services for Kraft Foods North America, part of Kraft, from 2000 until 2004. She joined General Foods Corporation (which later merged with Kraft) in 1977 and held a variety of senior executive positions, including Chief Marketing Officer, Executive Vice President and President eCommerce division, Executive Vice President and President Desserts division, and Senior Vice President and President Food Service division. Ms. Sneed served as a member of the Board of Directors of Berry Global Group, Inc., a package manufacturing company, from 2018 to 2022; as a member of the Board of Directors of TE Connectivity plc, a manufacturer of engineered electronic components, network solutions, and telecommunications systems, from 2007 to 2020; and as a member of the Board of Directors of Airgas, Inc from 1999 to 2016.
- Charles R. Schwab
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Charles R. Schwab 自The Charles Schwab Corporation在1986年成立以来一直担任其主席和董事。 Schwab 先生从1986年到1986年和从2004年到2008年担任该公司首席执行官。他从1998年到2003年担任该公司的首席执行官。 Schwab 先生在1971年成为Charles Schwab & Co., Inc的一个创始人，并且自1978年以来一直担任其主席和从2004年到2008年担任其首席执行官。 Schwab 先生是Charles Schwab Bank董事长，并且是The Charles Schwab Family of Funds ，Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust 和 Laudus Institutional Trust的董事长和受托人，所有都是注册的投资公司。 Schwab 先生在2016年任期届满。
Charles R. Schwab has served as a director of the company since its incorporation in 1986, including as Co Chairman since 2022 and previously as Chairman from 1986 to 2022. Mr. Schwab served as CEO of the company from 1986 to 1997 and from 2004 until 2008. He served as Co CEO of the company from 1998 to 2003. Mr. Schwab was a founder of Charles Schwab & Co., Inc. (CS&Co) in 1971 and served as its CEO from 2004 until 2008. Mr. Schwab also previously served as Chairman and trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, and Laudus Trust, all registered investment companies. Mr. Schwab is the father of Carolyn Schwab Pomerantz, a member of the company's board. - Charles R. Schwab 自The Charles Schwab Corporation在1986年成立以来一直担任其主席和董事。 Schwab 先生从1986年到1986年和从2004年到2008年担任该公司首席执行官。他从1998年到2003年担任该公司的首席执行官。 Schwab 先生在1971年成为Charles Schwab & Co., Inc的一个创始人，并且自1978年以来一直担任其主席和从2004年到2008年担任其首席执行官。 Schwab 先生是Charles Schwab Bank董事长，并且是The Charles Schwab Family of Funds ，Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust 和 Laudus Institutional Trust的董事长和受托人，所有都是注册的投资公司。 Schwab 先生在2016年任期届满。
- Charles R. Schwab has served as a director of the company since its incorporation in 1986, including as Co Chairman since 2022 and previously as Chairman from 1986 to 2022. Mr. Schwab served as CEO of the company from 1986 to 1997 and from 2004 until 2008. He served as Co CEO of the company from 1998 to 2003. Mr. Schwab was a founder of Charles Schwab & Co., Inc. (CS&Co) in 1971 and served as its CEO from 2004 until 2008. Mr. Schwab also previously served as Chairman and trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, and Laudus Trust, all registered investment companies. Mr. Schwab is the father of Carolyn Schwab Pomerantz, a member of the company's board.
- Walter W. Bettinger II
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Walter W. Bettinger II是The Charles Schwab Corporation的总裁和首席执行官，自2008年以来是董事会成员。他还担任Charles Schwab Bank和Charles Schwab & Co., Inc.董事会成员，是The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, Laudus Institutional Trust和Schwab Strategic Trust（所有都是注册的投资公司）的理事。担任他当前的角色之前，他担任公司的总裁兼首席运营官。他还从2005年到2007年担任Schwab Investor Services的执行副总裁兼总裁，从2004年到2005年担任Individual Investor Enterprise（个人投资者企业）的执行副总裁兼首席运营官，从2002年到2004年担任企业服务的执行副总裁和总裁，从2000年到2002年担任退休计划服务的执行副总裁和总裁。他于1995年加入公司，是The Hampton Company（由他成立于1983年）收购的一部分。他的任期将于2015年到期。
Walter W. Bettinger II has served as a member of the board since 2008 and as Co Chairman since 2022. He served as CEO of the company from 2008 through December 2024 and as President of the company from 2008 until 2021. He also served as Co Chairman of CSB from 2022 through December 2024. He also served as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, and Schwab Strategic Trust, all registered investment companies managed by an affiliate of the company through December 2024. He also served as Chief Operating Officer (COO) of the company from 2007 until 2008, Executive Vice President and President – Schwab Investor Services from 2005 until 2007, Executive Vice President and COO – Individual Investor Enterprise from 2004 until 2005, Executive Vice President and President – Corporate Services from 2002 until 2004, and Executive Vice President and President – Retirement Plan Services from 2000 until 2002. Mr. Bettinger joined the company in 1995 as part of the acquisition of The Hampton Company, which he founded in 1983. - Walter W. Bettinger II是The Charles Schwab Corporation的总裁和首席执行官，自2008年以来是董事会成员。他还担任Charles Schwab Bank和Charles Schwab & Co., Inc.董事会成员，是The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, Laudus Institutional Trust和Schwab Strategic Trust（所有都是注册的投资公司）的理事。担任他当前的角色之前，他担任公司的总裁兼首席运营官。他还从2005年到2007年担任Schwab Investor Services的执行副总裁兼总裁，从2004年到2005年担任Individual Investor Enterprise（个人投资者企业）的执行副总裁兼首席运营官，从2002年到2004年担任企业服务的执行副总裁和总裁，从2000年到2002年担任退休计划服务的执行副总裁和总裁。他于1995年加入公司，是The Hampton Company（由他成立于1983年）收购的一部分。他的任期将于2015年到期。
- Walter W. Bettinger II has served as a member of the board since 2008 and as Co Chairman since 2022. He served as CEO of the company from 2008 through December 2024 and as President of the company from 2008 until 2021. He also served as Co Chairman of CSB from 2022 through December 2024. He also served as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, and Schwab Strategic Trust, all registered investment companies managed by an affiliate of the company through December 2024. He also served as Chief Operating Officer (COO) of the company from 2007 until 2008, Executive Vice President and President – Schwab Investor Services from 2005 until 2007, Executive Vice President and COO – Individual Investor Enterprise from 2004 until 2005, Executive Vice President and President – Corporate Services from 2002 until 2004, and Executive Vice President and President – Retirement Plan Services from 2000 until 2002. Mr. Bettinger joined the company in 1995 as part of the acquisition of The Hampton Company, which he founded in 1983.
- Stephen A. Ellis
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Stephen A. Ellis，他曾一直担任 Asurion公司（消费者技术保护服务的供应商）的首席执行官（2012年以来）。任职Asurion公司之前，他曾担任Bain & Company（管理咨询公司）的全球管理董事（从2005年到2012年），以及Bain & Company的西海岸办公室的执行合伙人（从1999年到2004年）。他于1993年加入Bain公司。他的任期将于2016年期满。
Stephen A. Ellis is a Managing Partner at TPG Inc. (TPG), a private equity and alternative investment firm, where he co leads The Rise Fund, the firm's impact investing platform. Prior to joining TPG in 2015, he served as CEO of Asurion, LLC (Asurion), a provider of consumer technology protection services, from 2012 through 2015. Prior to Asurion, Mr. Ellis served as Worldwide Managing Director of Bain & Company (Bain), a management consulting firm, from 2005 until 2012, and as Managing Partner for Bain's West Coast offices from 1999 through 2004. Mr. Ellis joined Bain in 1993. Mr. Ellis served as a member of the Board of Directors of e.l.f. Beauty, Inc., a cosmetics company, in 2019. - Stephen A. Ellis，他曾一直担任 Asurion公司（消费者技术保护服务的供应商）的首席执行官（2012年以来）。任职Asurion公司之前，他曾担任Bain & Company（管理咨询公司）的全球管理董事（从2005年到2012年），以及Bain & Company的西海岸办公室的执行合伙人（从1999年到2004年）。他于1993年加入Bain公司。他的任期将于2016年期满。
- Stephen A. Ellis is a Managing Partner at TPG Inc. (TPG), a private equity and alternative investment firm, where he co leads The Rise Fund, the firm's impact investing platform. Prior to joining TPG in 2015, he served as CEO of Asurion, LLC (Asurion), a provider of consumer technology protection services, from 2012 through 2015. Prior to Asurion, Mr. Ellis served as Worldwide Managing Director of Bain & Company (Bain), a management consulting firm, from 2005 until 2012, and as Managing Partner for Bain's West Coast offices from 1999 through 2004. Mr. Ellis joined Bain in 1993. Mr. Ellis served as a member of the Board of Directors of e.l.f. Beauty, Inc., a cosmetics company, in 2019.
高管简历
中英对照 | 中文 | 英文- Richard A. Wurster
Richard A. Wurster，自2021年起担任公司总裁及公司控股子公司Charles Schwab公司总裁兼董事。他此前于2021年担任执行副总裁兼嘉信资产管理服务主管，并于2019年至2021年担任嘉信资产管理解决方案主管。2019年至2021年担任公司控股子公司Charles Schwab Investment Management, Inc.的首席执行官，2018年至2021年担任公司控股子公司Charles Schwab投资咨询公司的首席执行官。他还曾于2016年至2018年担任该公司子公司ThomasPartners，Inc.和Windhaven Investment Management，Inc.的首席执行官。他担任嘉信理财家族基金、Schwab Investments、Schwab Capital Trust、Schwab Annuity Portfolios、Laudus Trust、Schwab Strategic Trust的受托人。Wurster先生于2016年加入公司。
Richard A. Wurster is CEO of the company. He has served as CEO and a member of the board since January 2025 and as President of the company since 2021. Mr. Wurster previously served as President and director of CS&Co from 2021 to 2024, Executive Vice President and Head of Schwab Asset Management Services in 2021 and Head of Schwab Asset Management Solutions from 2019 to 2021. He was CEO of Charles Schwab Investment Management, Inc., a subsidiary of the company, from 2019 to 2021, and of Charles Schwab Investment Advisory, Inc., a subsidiary of the company, from 2018 to 2021. He was also CEO of ThomasPartners, Inc. and Windhaven Investment Management, Inc., subsidiaries of the company, from 2016 to 2018. He serves as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, and Schwab Strategic Trust. Before joining the company in 2016, Mr. Wurster was employed at Wellington Management, Inc., an investment management services provider, and McKinsey & Company, Inc., a management consulting firm, where he was a leader of the asset management practice and an Associate Principal, respectively.- Richard A. Wurster，自2021年起担任公司总裁及公司控股子公司Charles Schwab公司总裁兼董事。他此前于2021年担任执行副总裁兼嘉信资产管理服务主管，并于2019年至2021年担任嘉信资产管理解决方案主管。2019年至2021年担任公司控股子公司Charles Schwab Investment Management, Inc.的首席执行官，2018年至2021年担任公司控股子公司Charles Schwab投资咨询公司的首席执行官。他还曾于2016年至2018年担任该公司子公司ThomasPartners，Inc.和Windhaven Investment Management，Inc.的首席执行官。他担任嘉信理财家族基金、Schwab Investments、Schwab Capital Trust、Schwab Annuity Portfolios、Laudus Trust、Schwab Strategic Trust的受托人。Wurster先生于2016年加入公司。
- Richard A. Wurster is CEO of the company. He has served as CEO and a member of the board since January 2025 and as President of the company since 2021. Mr. Wurster previously served as President and director of CS&Co from 2021 to 2024, Executive Vice President and Head of Schwab Asset Management Services in 2021 and Head of Schwab Asset Management Solutions from 2019 to 2021. He was CEO of Charles Schwab Investment Management, Inc., a subsidiary of the company, from 2019 to 2021, and of Charles Schwab Investment Advisory, Inc., a subsidiary of the company, from 2018 to 2021. He was also CEO of ThomasPartners, Inc. and Windhaven Investment Management, Inc., subsidiaries of the company, from 2016 to 2018. He serves as a trustee of The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios, Laudus Trust, and Schwab Strategic Trust. Before joining the company in 2016, Mr. Wurster was employed at Wellington Management, Inc., an investment management services provider, and McKinsey & Company, Inc., a management consulting firm, where he was a leader of the asset management practice and an Associate Principal, respectively.
- Nigel J. Murtagh
Nigel J. Murtagh，他一直担任CSC公司和Schwab公司的风险执行副总裁（2012年以来）。他曾担任Schwab公司（从2002年到2012年）、CSC公司（从2008年到2012年）的高级副总裁兼首席信贷官。他于2000年加入Schwab公司。
Nigel J. Murtagh has been Managing Director and Chief Risk Officer of CSC since 2022 and was Executive Vice President and Chief Risk Officer of CSC and CS&Co from 2012 to 2022. He served as Senior Vice President and Chief Credit Officer of CS&Co from 2002 until 2012 and of CSC from 2008 until 2012 when he was also Head of Fixed Income Research for Charles Schwab Investment Management. Mr. Murtagh joined Schwab in 2000.- Nigel J. Murtagh，他一直担任CSC公司和Schwab公司的风险执行副总裁（2012年以来）。他曾担任Schwab公司（从2002年到2012年）、CSC公司（从2008年到2012年）的高级副总裁兼首席信贷官。他于2000年加入Schwab公司。
- Nigel J. Murtagh has been Managing Director and Chief Risk Officer of CSC since 2022 and was Executive Vice President and Chief Risk Officer of CSC and CS&Co from 2012 to 2022. He served as Senior Vice President and Chief Credit Officer of CS&Co from 2002 until 2012 and of CSC from 2008 until 2012 when he was also Head of Fixed Income Research for Charles Schwab Investment Management. Mr. Murtagh joined Schwab in 2000.
- Jonathan M. Craig
Jonathan M. Craig自2018年以来一直担任CSC和CS＆Co的高级执行副总裁。他于2017年至2018年担任CSC客户和市场解决方案的执行副总裁，并于2012年至2018年担任CS＆Co的执行副总裁兼首席营销官 Craig先生于2000年加入嘉信理财。
Jonathan M. Craig has been Managing Director and Head of Investor Services and Marketing of CSC since 2022 and President of CS&Co since 2025. Prior to that he served as Senior Executive Vice President of CSC and CS&Co from 2018 to 2022, Executive Vice President – Client and Marketing Solutions of CSC and CS&Co from 2017 until 2018 and Executive Vice President and Chief Marketing Officer of CSC and CS&Co from 2012 until 2018. Mr. Craig joined Schwab in 2000.- Jonathan M. Craig自2018年以来一直担任CSC和CS＆Co的高级执行副总裁。他于2017年至2018年担任CSC客户和市场解决方案的执行副总裁，并于2012年至2018年担任CS＆Co的执行副总裁兼首席营销官 Craig先生于2000年加入嘉信理财。
- Jonathan M. Craig has been Managing Director and Head of Investor Services and Marketing of CSC since 2022 and President of CS&Co since 2025. Prior to that he served as Senior Executive Vice President of CSC and CS&Co from 2018 to 2022, Executive Vice President – Client and Marketing Solutions of CSC and CS&Co from 2017 until 2018 and Executive Vice President and Chief Marketing Officer of CSC and CS&Co from 2012 until 2018. Mr. Craig joined Schwab in 2000.
- Peter J. Morgan III
Peter J. Morgan III于2019年10月被任命为CSC的执行副总裁，总法律顾问兼公司秘书。他于2019年4月至2019年10月担任CSC的法律服务代理总监。Morgan先生曾担任CSC的高级副总裁兼副秘书长。 自2009年起担任CS＆Co的法律顾问。他于2019年12月被任命为CSB的执行副总裁兼总法律顾问，并于2015年担任CSB的高级副总裁兼法律总顾问，并于2009年起担任CSB的法律总顾问。Morgan先生于1999年加入施瓦布。
Peter J. Morgan III has been Managing Director of CSC and CS&Co since 2022, Executive Vice President of CSC from 2019 to 2022, and General Counsel and Corporate Secretary of CSC since 2019. He was Senior Vice President and Deputy General Counsel of CS&Co from 2009 to 2020. He has served as General Counsel of CSB since 2009, including as Managing Director and General Counsel since 2022, as Executive Vice President and General Counsel from 2019 to 2022, and as Senior Vice President and General Counsel from 2015 to 2019. Mr. Morgan joined Schwab in 1999.- Peter J. Morgan III于2019年10月被任命为CSC的执行副总裁，总法律顾问兼公司秘书。他于2019年4月至2019年10月担任CSC的法律服务代理总监。Morgan先生曾担任CSC的高级副总裁兼副秘书长。 自2009年起担任CS＆Co的法律顾问。他于2019年12月被任命为CSB的执行副总裁兼总法律顾问，并于2015年担任CSB的高级副总裁兼法律总顾问，并于2009年起担任CSB的法律总顾问。Morgan先生于1999年加入施瓦布。
- Peter J. Morgan III has been Managing Director of CSC and CS&Co since 2022, Executive Vice President of CSC from 2019 to 2022, and General Counsel and Corporate Secretary of CSC since 2019. He was Senior Vice President and Deputy General Counsel of CS&Co from 2009 to 2020. He has served as General Counsel of CSB since 2009, including as Managing Director and General Counsel since 2022, as Executive Vice President and General Counsel from 2019 to 2022, and as Senior Vice President and General Counsel from 2015 to 2019. Mr. Morgan joined Schwab in 1999.
- Michael D. Verdeschi
Michael D. Verdeschi，自2024年5月起担任公司董事总经理、副首席财务官。在加入公司之前，Verdeschi先生在全球领先的银行花旗集团公司工作了30多年，最近于2017年至2023年10月担任财务主管，并于2015年至2017年担任首席投资官。Verdeschi先生拥有爱奥纳大学金融工商管理硕士学位和金融工商管理学士学位。
Michael D. Verdeschi has served as Managing Director and Chief Financial Officer of CSC and CS&Co since October 2024. Prior to that he served as Managing Director and Deputy Chief Financial Officer of CSC and CS&Co from May 2024 to October 2024. Before joining the company, he spent over 30 years at Citigroup, where he was Treasurer from 2017 to October 2023. During his tenure at Citigroup, in addition to serving as Treasurer, Mr. Verdeschi held leadership positions in finance, treasury, and product with increasing levels of responsibility at the firm, including serving as Chief Investment Officer and Head of Rates Portfolio Management. Mr. Verdeschi joined Schwab in 2024.- Michael D. Verdeschi，自2024年5月起担任公司董事总经理、副首席财务官。在加入公司之前，Verdeschi先生在全球领先的银行花旗集团公司工作了30多年，最近于2017年至2023年10月担任财务主管，并于2015年至2017年担任首席投资官。Verdeschi先生拥有爱奥纳大学金融工商管理硕士学位和金融工商管理学士学位。
- Michael D. Verdeschi has served as Managing Director and Chief Financial Officer of CSC and CS&Co since October 2024. Prior to that he served as Managing Director and Deputy Chief Financial Officer of CSC and CS&Co from May 2024 to October 2024. Before joining the company, he spent over 30 years at Citigroup, where he was Treasurer from 2017 to October 2023. During his tenure at Citigroup, in addition to serving as Treasurer, Mr. Verdeschi held leadership positions in finance, treasury, and product with increasing levels of responsibility at the firm, including serving as Chief Investment Officer and Head of Rates Portfolio Management. Mr. Verdeschi joined Schwab in 2024.
- Jonathan S. Beatty
Jonathan S. Beatty，自2024年以来一直担任CSC和CS & Co的董事总经理兼顾问服务主管。在此之前，他曾于2022年至2024年担任CS & Co和Trust Bank董事总经理，2011年至2022年担任CS & Co高级副总裁–顾问服务，2019年至2022年担任Trust Bank高级副总裁，2019年至2020年担任CSB高级副总裁。自加入公司以来，他一直在Advisor Services担任销售和领导职务。他担任顾问服务领导团队成员已超过15年。Beatty先生于1997年加入嘉信理财。
Jonathan S. Beatty has been Managing Director and Head of Advisor Services of CSC and CS&Co since 2024. Prior to that he served as Managing Director of CS&Co and Trt Bank from 2022 to 2024, Senior Vice President – Advisor Services of CS&Co from 2011 to 2022, Senior Vice President of Trt Bank from 2019 to 2022, and Senior Vice President of CSB from 2019 to 2020. Since joining the company, he has held sales and leadership positions within Advisor Services. He has been a member of the Advisor Services leadership team for more than 15 years. Mr. Beatty joined Schwab in 1997.- Jonathan S. Beatty，自2024年以来一直担任CSC和CS & Co的董事总经理兼顾问服务主管。在此之前，他曾于2022年至2024年担任CS & Co和Trust Bank董事总经理，2011年至2022年担任CS & Co高级副总裁–顾问服务，2019年至2022年担任Trust Bank高级副总裁，2019年至2020年担任CSB高级副总裁。自加入公司以来，他一直在Advisor Services担任销售和领导职务。他担任顾问服务领导团队成员已超过15年。Beatty先生于1997年加入嘉信理财。
- Jonathan S. Beatty has been Managing Director and Head of Advisor Services of CSC and CS&Co since 2024. Prior to that he served as Managing Director of CS&Co and Trt Bank from 2022 to 2024, Senior Vice President – Advisor Services of CS&Co from 2011 to 2022, Senior Vice President of Trt Bank from 2019 to 2022, and Senior Vice President of CSB from 2019 to 2020. Since joining the company, he has held sales and leadership positions within Advisor Services. He has been a member of the Advisor Services leadership team for more than 15 years. Mr. Beatty joined Schwab in 1997.
- Paul V. Woolway
Paul V. Woolway，自2010年起担任CSB总裁，自2015年起担任CSB首席执行官，自2017年起担任CSPB总裁兼首席执行官，自2018年起担任Trust Bank总裁兼首席执行官。自2022年起担任中信建投董事总经理，自2023年起担任中信建投首席银行官。他的整个职业生涯都在金融服务领域度过，自2000年以来，他一直在银行业担任高级管理职务。Woolway先生于2010年加入嘉信理财。
Paul V. Woolway has been President of CSB since 2010 and Chief Executive Officer of CSB since 2015, President and Chief Executive Officer of CSPB since 2017, and President and Chief Executive Officer of Trt Bank since 2018. He has been Managing Director of CSC since 2022 and Chief Banking Officer of CSC since 2023. He has spent his entire career in the financial services sector, and since 2000 he has held senior executive positions in the banking industry. Mr. Woolway joined Schwab in 2010.- Paul V. Woolway，自2010年起担任CSB总裁，自2015年起担任CSB首席执行官，自2017年起担任CSPB总裁兼首席执行官，自2018年起担任Trust Bank总裁兼首席执行官。自2022年起担任中信建投董事总经理，自2023年起担任中信建投首席银行官。他的整个职业生涯都在金融服务领域度过，自2000年以来，他一直在银行业担任高级管理职务。Woolway先生于2010年加入嘉信理财。
- Paul V. Woolway has been President of CSB since 2010 and Chief Executive Officer of CSB since 2015, President and Chief Executive Officer of CSPB since 2017, and President and Chief Executive Officer of Trt Bank since 2018. He has been Managing Director of CSC since 2022 and Chief Banking Officer of CSC since 2023. He has spent his entire career in the financial services sector, and since 2000 he has held senior executive positions in the banking industry. Mr. Woolway joined Schwab in 2010.
- Dennis W. Howard
丹尼斯·霍华德，自2022年起担任公司董事总经理、首席信息官，此前曾于2016年至2022年担任公司执行副总裁、首席信息官。他于2014年加入公司，担任核心技术解决方案高级副总裁。在加入公司之前，Howard先生是Visa Inc.的高级副总裁兼首席信息官
Dennis W. Howard has been Managing Director, Chief Technology, Operations and Data Officer of CSC and CS&Co since January 2026. Prior to that, he served as Managing Director and Chief Information Officer for CSC and CS&Co from 2022 to 2026, Executive Vice President and Chief Information Officer of CSC and CS&Co from 2016 to 2022, and Senior Vice President Core Technology Solutions for CSC and CS&Co from 2014 to 2016. Before joining the company, Mr. Howard spent 12 years at Visa Inc. serving in vario information technology roles across a number of disciplines, including as Senior Vice President and Chief Information Officer. Mr. Howard joined Schwab in 2014.- 丹尼斯·霍华德，自2022年起担任公司董事总经理、首席信息官，此前曾于2016年至2022年担任公司执行副总裁、首席信息官。他于2014年加入公司，担任核心技术解决方案高级副总裁。在加入公司之前，Howard先生是Visa Inc.的高级副总裁兼首席信息官
- Dennis W. Howard has been Managing Director, Chief Technology, Operations and Data Officer of CSC and CS&Co since January 2026. Prior to that, he served as Managing Director and Chief Information Officer for CSC and CS&Co from 2022 to 2026, Executive Vice President and Chief Information Officer of CSC and CS&Co from 2016 to 2022, and Senior Vice President Core Technology Solutions for CSC and CS&Co from 2014 to 2016. Before joining the company, Mr. Howard spent 12 years at Visa Inc. serving in vario information technology roles across a number of disciplines, including as Senior Vice President and Chief Information Officer. Mr. Howard joined Schwab in 2014.