Managing Director, Chief Digital Officer
Neesha Hathi leads Charles Schwab’s Digital Services organization that serves $7.98 trillion in client assets and over 32.8 million accounts across all lines of business.* In her role, Hathi is responsible for defining and developing 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 investment advisor (RIA) clients; retirement plan sponsors and participants and Schwab Bank clients; and digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios PremiumTM. She also leads Schwab's business innovation and digital accelerator initiatives, and oversees the firm’s data, analytics and insight teams, which work to leverage data and insights to deliver personalized experiences to help clients reach their goals.
Since joining Schwab in 2004, 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 chief operating officer of Schwab Performance Technologies®; and also led a range of strategy and client experience teams.
Prior to joining Schwab, Hathi held leadership roles in strategy, marketing and finance for various startups, 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.
Hathi has been awarded numerous recognitions for her leadership and advocacy. InvestmentNews named her among the 2021 top Icons & Innovators who have shaped and transformed the financial advice profession. Business Insider named her one of 10 People Transforming Investing in 2020. She was listed among Top Women in WealthTech by Think Advisor in 2019. She was also recognized by InvestmentNews in 2018 as one of the 20 most powerful people in the industry and as a Woman to Watch. In 2016, Hathi received the Industry Leader Award from the Professional Business Women of California. The United Nations Convention on the Elimination of Discrimination against Women honored Hathi with the Human Rights Award for Leadership in 2012.
Hathi is passionate about giving back and supporting the community and has served on several non-profit boards, including the American Heart Association Bay Area, Boys & Girls Clubs of San Francisco, and the International Museum of Women (now the Global Fund for Women). She currently serves on the advisory board for the University of California, Los Angeles Morrison Center for Marketing & Data Analytics.
Hathi earned a Bachelor of Business Administration from the University of Michigan and a Master of Business Administration from the Anderson School at the University of California, Los Angeles. She holds FINRA Series 7 and 24 registrations.
* Total client assets based on combined data for Schwab and TD Ameritrade as of October 31, 2021.