James D. McCool
Executive Vice President, Client Solutions @ Charles Schwab
James D. McCool is a startup investor at Charles Schwab. James D. McCool leads the Client Solutions organization. Client Solutions brings together many of Schwab’s client product and advisory solutions, as well as emerging growth businesses. McCool’s areas of focus include asset management solutions, cash and margin lending products, Schwab Charitable, corporate brokerage services, Schwab Center forFinancial Research, international and special business development, Windhaven Investment Management, Inc. and ThomasPartners, Inc.A veteran of the financial services industry with extensive experience in the business-to-business model, McCool began his career in the retirement plan servicing industry in 1984 as one of the initial employees of The Hampton Company, which became a wholly owned subsidiary of The Charles Schwab Corporation in 1995. Most recently, he served as executive vice president of Corporate and Retirement Services. Prior to that, he was senior vice president and general manager of the Plan Administrator Services enterprise serving third party administrators and retirement advisors, and he has held management positions in several departments, including client and participant services, employee education, daily valuation operations, product development, conversion and ERISA compliance and consulting.
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About Charles Schwab
Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that servesindividual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank.The firm was founded in 1973 and is headquartered in San Francisco, California.
Charles Schwab Contacts
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Bernie Clark
Managing Director, Head of Advisor Services
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James D. McCool
Executive Vice President, Client Solutions
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Nigel J. Murtagh
Executive Vice President, Corporate Risk
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Bernard J. Clark
Executive Vice President, Advisor Services
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Carrie Pomerantz
President, Charles Schwab Foundation; Senior Vice President
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