Catherine Casey

Executive Vice President, Human Resources

Catherine "Katie" Casey is responsible for all Human Resources functions. She
leads Schwab’s investments in building a capable, engaged and high-performing workforce focused on helping Schwab clients attain their financial goals.  Casey was appointed executive vice president of Human Resources in April 2017. 

Previously, Casey was the director and global head of People Services for Pershing, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). She was responsible for Pershing’s human resources functions of compensation, workforce analytics and reporting, recruiting, talent management and leadership development. Casey was a member of Pershing’s Executive Committee and the BNY Human Resources Operating Committee.

Prior to joining Pershing, Casey led HSBC Human Resources for Retail Banking and Wealth Management in North America, creating a strategic people agenda that drove successful business outcomes. In this role, she was a member of the senior leadership team for North America and the human resources leadership teams for both US and global human resources organizations.  Prior to HSBC, she held leadership roles at New York University, the American Stock Exchange and Merrill Lynch. Casey began her career in the Management Development Program at the Allstate Insurance Company.

Casey earned her Bachelor of Science degree from Northwestern University in Evanston, Illinois.

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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.

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