Carrie Schwab Pomerantz

As chief strategist of consumer education for Charles Schwab & Co., Inc., Carrie Schwab Pomerantz is a leading advocate for individual investors. She speaks and writes extensively about personal finance and is a driving force in the movement to improve financial education.

As president of Charles Schwab Foundation, Schwab Pomerantz oversees the company’s philanthropic strategy and resources. The foundation is focused on helping at-risk teens and young adults achieve financial success and supporting the philanthropy of Schwab employees. With Boys & Girls Clubs of America, she created and oversees a national financial literacy program that reaches millions of teens.

In 2007, Schwab Pomerantz met with President Bush, several Cabinet members and other leaders to discuss a national strategy to help more Americans become financially fit. She has also testified before the U.S. Financial Literacy and Education Commission, and she has advised members of Congress and other federal officials on financial literacy.

With her father, company founder, Chairman and CEO Charles R. Schwab, she co-authored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business: 2002).  In May 2005, Schwab Pomerantz launched a personal finance column on schwab.com called Ask Carrie, and she has been a guest columnist on Yahoo! Finance.

Schwab Pomerantz has addressed the World Affairs Council of Philadelphia and the San Francisco Commonwealth Club and has appeared in a variety of media, including The Today Show, CNBC and NPR. She has been recognized by Working Woman magazine for "rewriting the rules of finance," has been named among the "25 Power Elite" in financial services by Investment News, and has been listed by The San Francisco Business Times as one of the Bay Area's 100 Most Influential Women in Business for four consecutive years (2003-2006).  She has also been recognized for her community and philanthropic leadership by the American Diabetes Association and Women’s Initiative for Self Employment.

Schwab Pomerantz serves on the board of directors of the International Museum of Women and Common Sense Media.  She is also a national trustee for Boys & Girls Clubs of America and a past president of the board of directors of Cool Girls, Inc., an after-school program for low-income girls in Atlanta.  In addition, she is a member of the International Women’s Forum, a global association of women leaders in 18 nations.

A graduate of the University of California, Berkeley, with a bachelor’s degree in political science, Schwab Pomerantz earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.