Jeff Starr

Managing Director, Head of Operations

Jeff is responsible for all operational transactions for clients currently doing business with Charles Schwab & Co., Inc. and Charles Schwab Bank. 

Jeff previously 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, Jeff 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, he served in the Financial Institutions Groups at both HSBC Securities and Lehman Brothers.

Jeff earned his bachelor’s degree from McGill University and his MBA from Cornell University. He is a Chartered Financial Analyst charterholder, and has his Series 7, 24, 27, and 99 licenses.

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