Neesha Hathi

Managing Director, Head of Wealth Advisory, Banking and Trust Services
Media Contact
Sarah Cain

Neesha Hathi leads Schwab’s Wealth Advisory, Banking and Trust Services organization, bringing together the firm’s wealth, banking, and trust capabilities to help meet the evolving needs of individual investor and registered independent advisor (RIA) clients.

Over her more than 20-year career with Schwab, she has held a range of senior leadership roles across the firm’s retail and institutional businesses. Most recently, Neesha led Schwab’s Wealth and Advice Solutions enterprise, and served as the firm’s Chief Digital Officer, overseeing the firm’s digital platforms as well as its innovation, data, and analytics teams.

Before joining Schwab, Neesha held leadership roles in strategy, marketing, and finance at multiple technology startups. She began her career in investment banking.

Neesha earned a bachelor's degree in business administration from the University of Michigan and an MBA from UCLA. She holds her Series 7 and 24 licenses.

Visit Investor Relations for more details about Schwab’s latest financial results.  

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