Charles and Helen Schwab Foundation logo

Charles and Helen Schwab Foundation Employee Directory

Non-profit OrganizationsUnited States11-50 Employees

The Charles and Helen Schwab Foundation is a United States-based nonprofit founded in 1987 by Charles and Helen Schwab. It seeks to enable people to lead fulfilling, choice-filled lives and supports initiatives across financial education and access to financial planning careers. The organization operates as a small to mid-sized foundation that collaborates with partner institutions to pursue its goals.

Recent activity highlights its focus on financial literacy and diversity in the financial services industry, including partnerships with the CFP Board Center for Financial Planning. These collaborations include scholarship programs for students demonstrating financial need and commitment to becoming Certified Financial Planners, and university partnerships to advance service-learning in financial services and literacy. It also supports national programs such as the Capitol Hill Challenge and diversity-focused internship initiatives in financial planning.

Find Charles and Helen Schwab Foundation employees' phone numbers or email addresses

Charles and Helen Schwab Foundation Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Charles and Helen Schwab Foundation's Leadership

  • Stylized image of a person
    M. P.
    Chief Financial Officer
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  • Stylized image of a person
    J. A.
    Managing Director Of Operations
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  • Stylized image of a person
    S. T. C.
    Senior Instructional Designer
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  • Stylized image of a person
    S. O.
    Principal
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  • Stylized image of a person
    D. I.
    Trading Operations
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    N. H.
    Board Member
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  • Stylized image of a person
    V. L.
    Workflow Operations
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  • Stylized image of a person
    J. S.
    Sr. Program Officer - Education
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Charles and Helen Schwab Foundation Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Entrepreneurship
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Charles and Helen Schwab Foundation

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    Chief Financial Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. A.
    Managing Director Of Operations
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. T. C.
    Senior Instructional Designer
    Phone icon
    Dec 23, 2023
  • Stylized image of a person
    S. O.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. I.
    Trading Operations
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    N. H.
    Board Member
    Phone icon
    May 19, 2025
  • Stylized image of a person
    V. L.
    Workflow Operations
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Sr. Program Officer - Education
    Phone icon
    Bay
    Apr 16, 2026

Frequently Asked Questions

What is Charles and Helen Schwab Foundation known for?

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Charles and Helen Schwab Foundation was founded in 1987 operates in the Non-profit Organizations industry. Explore Charles and Helen Schwab Foundation's company overview page for more information.

What is Charles and Helen Schwab Foundation's most common email format?

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Charles and Helen Schwab Foundation employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Charles and Helen Schwab Foundation email formats with LeadIQ.

How many employees does Charles and Helen Schwab Foundation have currently?

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Charles and Helen Schwab Foundation has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Charles and Helen Schwab Foundation's key employees and leadership?

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As of July 2026, Charles and Helen Schwab Foundation's key employees include:

  • Chief Financial Officer: M. P.
  • Managing Director Of Operations: J. A.
  • Senior Instructional Designer: S. T. C.
  • Principal: S. O.
  • Trading Operations: D. I.

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