Jeff Starr

Managing Director, Head of Operational Services

Jeff Starr is Managing Director and Head of Operational Services. He is responsible for overseeing the organization, which handles all operational transactions for clients currently doing business with Charles Schwab & Co., Inc. and Charles Schwab Bank. Starr will succeed Jason Clague as Head of Operations as of January 1, 2026.

Before taking his current role, Starr led trading operations for the firm. His areas of focus included Equity, Options and Fixed Income capital markets trading, trading operations, margin services, security and market data platforms, and risk management. He also managed the Operations Control and Risk teams.

Prior to joining Schwab in 2010, Starr served as Vice President of Investment Banking in the Financial Institutions Group at Credit Suisse, conducting mergers and acquisitions and capital raising for banks and insurance companies. Prior to joining Credit Suisse, Starr served in the Financial Institutions Groups at both HSBC Securities and Lehman Brothers.

Starr earned his Bachelor of Commerce degree from McGill University in Montreal, Canada, and his Master of Business Administration from Cornell University in Ithaca, New York. He is a CFA charter holder and has his Series 7, 24, 27, and 99 FINRA licenses.