Executive Vice President and Chief Digital Officer
Neesha Hathi leads the Digital Services organization that serves around $6 trillion in client assets and around 28 million accounts through the Investor Services and Advisor Services 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 independent advisor (RIA) clients; digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios PremiumTM; and Schwab's business innovation and digital accelerator initiatives. She also oversees the firm’s data and analytics teams, which work to leverage data 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. Hathi also currently serves on the U.S. Securities & Exchanges Commission’s Asset Management Advisory Committee, advising with a group of industry experts on trends and developments affecting investors and market participants.
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, supporting initial and secondary public offerings and merger and acquisition transactions at PricewaterhouseCoopers and EVEREN Securities.
Hathi is passionate about giving back and supporting the community and has served on several non-profit boards, including American Heart Association Bay Area, Boys & Girls Clubs of San Francisco, and the International Museum of Women (now the Global Fund for Women).
Hathi has been awarded numerous recognitions for her leadership and advocacy work. Business Insider named her one of 10 People Transforming Investing in 2020. Think Advisor featured her in its Top Women in WealthTech in 2019, and InvestmentNews listed her as one of the 20 most powerful people in the industry and as a 2018 Woman to Watch. In 2016, Hathi also 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 Women's Human Rights Award for Leadership in 2012.
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.
She and her husband live in San Francisco with their three sons.
* Total client assets based on combined data for Schwab and TD Ameritrade as of August 31, 2020, using company reports; all other combined data as of June 30, 2020, calculated using Schwab’s methodology.