Jonathan M. Craig

Executive Vice President, Client and Marketing Solutions

Jonathan M. Craig serves as Executive Vice-President for Client and Marketing Solutions at Charles Schwab & Co., Inc.

In this capacity, he is responsible for supporting the growth and success of the firm with breakthrough products, solutions, and communications.  He oversees many of Schwab’s product platforms including mutual funds, ETFs, fixed income, managed account solutions, alternative investments, insurance services, 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, Windhaven Investment Management and Thomas Partners, Inc. Craig maintains accountability for all marketing and corporate communications functions, as well as Schwab Charitable, The Schwab Center for Financial Research, and the Charles Schwab Foundation

Since joining Schwab in 2000, he has held a variety of roles driving growth for the franchise. From 2012 to 2017, he was Chief Marketing Officer with accountability for all Schwab marketing, corporate communications, and analytics. He maintains those accountabilities in his current role. 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 a master's degree in Marketing and Finance 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 courses at the Harvard Business School, University of Chicago Booth School of Business, and the University of Virginia Graduate School of Business.

 

 

Follow me on LinkedIn and Twitter.

 

Charles Schwab Investment Advisory, Inc., Windhaven Investment Management, Inc., and ThomasPartners, Inc. are registered investment advisors and affiliates of Charles Schwab & Co., Inc. The Schwab Center for Financial Research (SCFR) 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

© 2017 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending 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.

1017-7X80