David Welling

David Welling, vice president of strategic marketing programs at Schwab Institutional®, works with a Schwab team and third-party providers to develop services designed to help advisors grow and evolve their businesses.  Schwab Institutional is a leading provider of custodial, operational and trading support for independent fee-based investment advisors.

Welling and his team are responsible for designing and implementing the RIA Benchmarking: Growth Trends Study, which is the cornerstone of Schwab Institutional’s marketing and business development offering for advisors. It builds on Schwab’s existing practice management solutions and takes a uniquely tailored, strategic approach to helping registered investment advisors build their businesses.

Previously, Welling has held various positions in strategy, marketing, client communications and business development for Schwab Institutional.

Prior to joining Schwab in 1997, he was a management consultant for Bain & Company, where he advised clients in several industries on corporate strategy.

Welling earned a Bachelor of Arts degree in economics from Middlebury College and a Master of Business Administration degree in business from Stanford University.

Schwab Institutional is a division of Charles Schwab & Co. Inc. (member SIPC), which is a subsidiary of The Charles Schwab Corporation (NASDAQ: SCHW).