Carrie Schwab-Pomerantz, GWSB MBA ’87, is a Senior Vice President at Charles Schwab & Co., Inc. and President of the Charles Schwab Foundation, whose mission is to help people achieve lifelong financial well-being. In addition, Schwab-Pomerantz serves as director and chairman of the board of Schwab Charitable, one of the country’s largest donor-advised funds, which has facilitated billions of dollars in grants since its inception in 1999.
In 2010, Schwab-Pomerantz was appointed by President Obama to the President’s Advisory Council on Financial Capability, and served as chair of the Partnership Committee until early 2013 when the Council’s term expired. In that role, she led the Council’s efforts to strengthen and enhance coordination between public and private-sector financial education programs. She speaks and writes extensively on personal finance issues, and her latest book, The Charles Schwab Guide to Finances after Fifty, will be published by Crown Business in spring 2014. The San Francisco Business Times named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business for the past ten years. In 2011, Schwab-Pomerantz received the William E. Odom Visionary Leadership Award, Jump$tart Coalition’s highest recognition for individual contributions to the financial literacy and education of students.
Schwab-Pomerantz earned a BA from the University of California, Berkeley, an MBA from the George Washington University, and is a member of the inaugural class of the GWSB “On the Board” advisors. She holds FINRA Series 7, 23, 63 and 8 registrations, and is a CERTIFIED FINANCIAL PLANNER™ certificant. Schwab-Pomerantz lives with her husband, author Gary M. Pomerantz, and their three children in the San Francisco Bay Area.