Neesha Hathi leads Charles Schwab’s Digital Services organization that serves $7.69 trillion in client assets and 33.4 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. She 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.
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.
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).
Hathi earned a BBA from the University of Michigan and an MBA from the Anderson School at the University of California, Los Angeles. She holds FINRA Series 7 and 24 registrations.