Vice President, Digital Advice and Innovation
Cynthia Loh leads the team responsible for defining the client experience for Schwab Intelligent Portfolios® and Schwab Intelligent Advisory™, 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).
Schwab Intelligent Portfolios is made available through Schwab Wealth Investment Advisory, Inc. ("SWIA"), a registered investment advisor. Schwab Intelligent Advisory is made available through Charles Schwab & Co., Inc. ("Schwab"), a dually registered investment advisor and broker-dealer. SWIA and Schwab are subsidiaries of The Charles Schwab Corporation.