Jonathan M. Craig
Managing Director, Head of Investor Services & Marketing
Jonathan M. Craig serves as Managing Director, Head of Investor Services & Marketing at Charles Schwab & Co., Inc.
Craig has leadership responsibilities for Schwab’s Investor Services and Schwab Retirement Plan Services, Inc. which respectively serve the firm’s clients who invest on their own or through a workplace retirement plan. He also oversees the Marketing function that is responsible for building the Schwab brand and fueling growth through communication and outreach to clients, prospects, influencers and employees.
Since joining Schwab in 2000, he has held a variety of roles driving growth for the franchise, including Chief Marketing Officer and leadership of Schwab’s client solutions unit, which encompassed Schwab’s third-party mutual fund, ETF and fixed income platforms, managed account solutions, alternative investments, insurance services, and cash and margin lending products. He also served as Chief of Staff to Charles R. Schwab, founder and chairman of The Charles Schwab Corporation.
Prior to joining Schwab, Craig was employed with AT&T, where he held a variety of management positions in marketing, advertising and sales.
Craig received his Master of Business Administration degree from the University of California, Berkeley, and an undergraduate degree in economics and political science from McGill University in Montreal, Canada. In addition, Craig has completed Executive Education at the Harvard Business School, University of Chicago Booth School of Business, and the University of Virginia Graduate School of Business.
The Charles Schwab Corporation provides a full range of securities brokerage, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), offers investment services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.