Executive Vice President, Client Solutions
Andrew "Andy" Gill currently leads Schwab’s Client Solutions Enterprise, bringing together many of Schwab’s product and advisory solutions as well as market expertise. Gill’s areas of focus include product platforms including mutual funds, ETFs, fixed income, managed account solutions, alternative investments, insurance services, cash and margin lending products. Also under Gill’s leadership is the Schwab Center for Financial Research; Charles Schwab Investment Advisory (CSIA); Windhaven® Investment Management, Inc.; ThomasPartners®, Inc.; and Schwab Charitable™.
Prior to this role, Gill was executive vice president leading the distribution of the Schwab Funds®, Laudus Funds®, and Schwab ETFs™ on behalf of CSIM.
Prior to that, Gill was executive vice president and co-leader of Schwab Investor Services, responsible for driving profitable, long-term growth and increasing client loyalty of the company’s retail business, which serves individual investors and over 7 million accounts. Gill’s areas of focus included Schwab’s branch network, independent branch services, client service and support, local marketing, acquisition delivery, supervision and controls, portfolio consulting, and optionsXpress.
Gill also served as senior vice president of Schwab’s fixed income organization, responsible for the expansion of Schwab’s fixed income offering including trading, sales, service operations, and strategy. Gill also held roles leading Schwab’s retail pricing, products, services and delivery channel strategies, in addition to the delivery teams focused on portfolio consulting, fixed income sales and service, and active investor sales.
Gill began his career at Charles Schwab in 2001 as vice president of CyberTrader marketing, known today as Schwab’s Trading Services group. Prior to joining Schwab, he was chief marketing officer at Cofiniti, a wealth management software company serving financial service institutions and at Rx.com, an online pharmacy. Gill also held various roles at Genesco, Inc., a men’s wholesale and retail footwear company and at Procter and Gamble in sales management and brand management.
Gill holds a Bachelor of Arts degree in economics from Wake Forest University, Winston-Salem, North Carolina.
Updated January 2017
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.
Through its operating subsidiaries, the Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiaries, Charles Schwab & Co., Inc. (Schwab), member SIPC, and optionsXpress, Inc. (optionsXpress), member SIPC, offer investment services and products. Schwab is also the distributor for Schwab Funds. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab's proprietary funds. The Schwab Center for Financial Research is a division of Schwab. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). The Laudus Group® of Funds includes the Laudus Mondrian Funds and Laudus U.S. Large Cap Growth Fund, which are part of the Laudus Trust and distributed by ALPS Distributors, Inc., and the Laudus MarketMasters Funds®, which are part of the Schwab Capital Trust and distributed by Charles Schwab & Co., Inc. SIDCO and ALPS Distributors, Inc. are unaffiliated with Schwab and its affiliates. Windhaven Investment Management, Inc. and ThomasPartners, Inc. are registered investment advisors and affiliates of Schwab. Schwab Charitable is the name used for the combined programs and services of fit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.