# James D. McCool

> James D. McCool is a startup investor at Charles Schwab. See 0 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Charles Schwab](https://shizune.co/investors/profile/charles-schwab)
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/james-d-mccool-0532b546

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.

## Contacts

5 contacts available for James D. McCool: work email, personal email, work phone, personal phone and socials. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-email/james-d-mccool?utm_source=investor_profile

## About Charles Schwab

VC Fund · San Francisco, United States

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.

5 contacts available at Charles Schwab.

| Name | Title | Profile |
| --- | --- | --- |
| Bernie Clark | Managing Director, Head of Advisor Services | — |
| James D. McCool | Executive Vice President, Client Solutions | — |
| Nigel J. Murtagh | Executive Vice President, Corporate Risk | — |
| Bernard J. Clark | Executive Vice President, Advisor Services | — |
| Carrie Pomerantz | President, Charles Schwab Foundation; Senior Vice President | — |

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