Walter W. Bettinger II is responsible for leading Schwab's primary business units, including Schwab Investor Services, Schwab Institutional®, Schwab Corporate & Retirement Services and Schwab Investor Development. He also has responsibility for support services, including all operations and technology capabilities within the firm.
Bettinger oversees the strategy, development and delivery of a full range of brokerage, investment and banking services to 7.0 million client brokerage accounts, 5,500 independent investment advisors and thousands of corporate retirement plans, representing $1.4 trillion in client assets. He leads the company's domestic and international field branch network with primary offices in more than 300 locations across the United States and in London, Hong Kong and Puerto Rico. Bettinger also has ultimate responsibility for client service centers in Orlando, Cleveland, Indianapolis, Denver, Phoenix, Austin, Reno and San Francisco.
Prior to assuming his current role, Bettinger served as executive vice president of The Charles Schwab Corporation and president of Schwab Investor Services. In addition, he has held the roles of chief operating officer, Individual Investor enterprise; president, Schwab Corporate Services; president, Schwab Retirement Plan Services, Inc.; and chairman of the board, president and chief executive officer of The Charles Schwab Trust Company.
In 1983, at the age of 22, Bettinger founded The Hampton Company, a provider of retirement plan services to corporations and their employees. In 1995, The Charles Schwab Corporation acquired Hampton.
Bettinger is a summa cum laude graduate of Ohio University with a degree in finance and investments. He has also completed the General Management program offered by the Harvard Business School.
