Executive Vice President and Chief Digital Officer
Neesha Hathi leads the Digital Services organization that serves over $3 trillion in client assets* and over 11 million accounts* through the Investor Services and Advisor Services lines of business. In her role, Hathi is responsible for defining and developing the strategy, offers, and experiences to drive the growth and loyalty of existing and prospective clients. Hathi oversees the digital platforms that support retail and registered independent advisor (RIA) clients, digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Advisory™, Schwab’s data office, and business innovation.
Since joining Schwab, Hathi has held a range of leadership roles across the organization. She was the Executive Vice President of platforms and client experience for Investor Services, led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients, served as the COO of Schwab Performance Technologies®, and also led a range of strategy and client experience teams.
Prior to joining Schwab in 2004, Hathi held leadership roles in strategy, marketing, and finance for various start-ups, including Enuvis, a developer of GPS technology for wireless devices and Kibu, a teen media company. She began her career in the investment banking industry, supporting the execution of initial and secondary public offerings and M&A transactions at PricewaterhouseCoopers and EVEREN Securities.
Hathi has been awarded numerous recognitions for her leadership and advocacy. In 2016, she received the Industry Leader Award by the Professional Business Women of California and was named one of the most influential people in the industry by Investment Advisor magazine. She has also been recognized by InvestmentNews as one of the 20 most powerful people in the industry. In 2012, the United Nations Convention on the Elimination of Discrimination against Women also honored Hathi with the Women’s Human Rights Award for Leadership.
Hathi previously served on the Board of Governors of the Boys & Girls Clubs of San Francisco and on the board of the International Museum of Women. Hathi earned a Bachelor of Business Administration degree from the University of Michigan and a Master of Business Administration degree from the Anderson School at the University of California Los Angeles. She holds FINRA Series 7 and 24 registrations.
She and her husband live in San Francisco with their three sons.
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* As of October 2018
Schwab Intelligent Portfolios is made available through Schwab Wealth Investment Advisory, Inc. (“SWIA”), a registered investment advisor. Schwab Intelligent Advisory™ is made available through Charles Schwab & Co., Inc., a dually registered investment advisor and broker-dealer. SWIA and Charles Schwab & Co., Inc. (“Schwab”) are subsidiaries of The Charles Schwab Corporation.
The Charles Schwab Corporation provides a full range of brokerage, banking 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 Performance Technologies (“SPT”) licenses software and provides related technology products and services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab.