Neesha Hathi is the Chief Digital Officer at Charles Schwab. She leads the Digital Services organization that serves over $3 trillion in client assets and over 12 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 Advisory; Schwab’s data office; and business innovation.
Prior to joining Schwab in 2004, 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 the execution of initial and secondary public offerings and merger and acquisition transactions at PricewaterhouseCoopers and EVEREN Securities.
Hathi has been awarded numerous recognitions for her leadership and advocacy. In 2016, she received the Industry Leader Award from the Professional Business Women of California and was named one of the most influential people in the industry by Investment Advisor magazine. She has also been recognized by InvestmentNews as one of the 20 most powerful people in the industry. In 2012, the United Nations Convention on the Elimination of Discrimination against Women honored Hathi with the Women’s Human Rights Award for Leadership.
Hathi previously served on the Board of Governors of the Boys & Girls Clubs of San Francisco, and on the board of the International Museum of Women. 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.