Vice President, Digital Advice
Cynthia Loh leads the team responsible for defining the client experience for Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™, the firm's robo-advisory and hybrid advisory and planning services. Her team is also responsible for developing and executing a growth strategy for both services.
Prior to joining Schwab, Loh was on the executive team at Betterment, where she built and managed Betterment's 401(k) business. Prior to Betterment, Loh led business development at ZocDoc, a health care technology start-up. She has additional financial services experience from previous roles at PIMCO and Merrill Lynch.
Loh earned a Bachelor of Arts from the University of California, Berkeley, and a Master of Business Administration from Stanford University. She holds FINRA Series 7 and 24 registrations and is a Chartered Financial Analyst (CFA).
Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs.
Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium™ are made available through Charles Schwab & Co. Inc. ("Schwab"), a dually registered investment advisor and broker-dealer. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ("CSIA"). Schwab and CSIA are subsidiaries of The Charles Schwab Corporation.