Andrew Gill

Executive Vice President, Client Solutions

Andy Gill currently leads Schwab’s Client Solutions, bringing together many of Schwab’s product and advisory solutions as well as market expertise.  Gill’s areas of focus include product platforms for ETFs, mutual funds, fixed income, managed account solutions, alternative investments, insurance services, and cash and margin lending products. He also oversees the Investing Solutions group that offers a variety of discretionary portfolio management solutions through Charles Schwab Investment Advisory.  Also under Gill’s leadership is the Schwab Center for Financial Research, Schwab Charitable™ and the Charles Schwab Foundation.

Prior to this role, Gill held many executive leadership roles at Schwab including executive vice president of Schwab’s Enterprise Marketing, Analytics and Insights organization, executive vice president and co-leader of Investor Services where he was responsible for driving growth of Schwab’s retail enterprise and executive vice president of Charles Schwab Investment Management, Inc. where he led growth strategies and efforts in distributing Schwab Funds®, Laudus Funds® and Schwab ETFs™.

Gill has served in numerous other leadership roles across the organization including the   fixed income organization, Investor Services pricing, products, services and delivery channel strategies, in addition to the delivery teams focused on portfolio consulting, fixed income sales and service, and 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.

 





 


Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can view and download prospectus by visiting schwab.com/prospectus. Please read the prospectus carefully before investing.

Charles Schwab Investment Advisory, Inc. ("CSIA") is an affiliate of Charles Schwab & Co., Inc.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit  organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs.  Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. 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. (ALPS); and the Laudus MarketMasters Funds®, which are part of the Schwab Capital Trust and distributed by Schwab.  Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO).  CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO or ALPS.

 

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