Charles G. Goldman

Charles G. Goldman is responsible for developing and implementing an accelerated growth strategy for Schwab Institutional and for running its day-to-day business operations. He leads a team of 1,800 who support approximately 5,500 independent advisory firms with 1.5 million individual client accounts and $581 billion in assets custodied at Schwab Institutional as of third quarter 2007.

Prior to his current position, Goldman served as chief operating officer of Schwab Institutional. Previously, he served as executive vice president of strategy and corporate development, senior vice president of corporate development and senior vice president of venture capital investing for Schwab. He has led numerous strategic initiatives for Schwab, including the company’s cost leadership initiative and merger and acquisition efforts. He joined the firm in January 2001.

Before joining Schwab in 2001, Goldman was president and chief operating officer of Paramount Farms, Inc., and Paramount Citrus Association.  Paramount Farms is one of the world’s largest vertically integrated growers, processors and marketers of pistachios and almonds.   Paramount Citrus is the largest citrus grower and packer in the Sunkist cooperative, of which Goldman was a member of the board of directors. 

Previously, Goldman assisted clients in strategic development, operational improvement and organization design at the Los Angeles office of The Boston Consulting Group.  Prior to that, Goldman was with the Bankers Trust in New York.

Goldman earned a Bachelor of Science degree magna cum laude in finance from the University of Southern California, where he was elected to the Phi Beta Kappa honors society.  He earned his Master of Business Administration from the University of California at Los Angeles, where he was elected to Beta Gamma Sigma honors society.  He is a director on the board of Foundation for Financial Planning and is chairman of the board of directors of Wall Street on Demand.