Who are Charles Schwab's decision-makers?
Charles Schwab's leadership is anchored by Rick Wurster. For sales motions, economic ownership usually sits with the business-line, finance, technology, operations, risk, and procurement leaders connected to the initiative.
- CEO
- Rick Wurster
- Finance leader
- Peter Crawford
- Founded
- 1971
- Employees
- 33,000+
- HQ
- Westlake, TX
- Status
- NYSE: SCHW
- Rick WursterPresident & Chief Executive OfficerCEO since 2025Leads Schwab's client-growth, integration, and platform modernization priorities.
- Walt BettingerCo-ChairmanFormer CEO; longtime Schwab executiveSupports board and leadership transition after the TD Ameritrade integration era.
- Peter CrawfordChief Financial OfficerCFO since 2017Leads financial strategy, treasury, capital, and investor relations.
- Jonathan CraigManaging Director, Head of Investor Services and MarketingSenior executiveLeads retail client experience, marketing, and growth channels.
Who leads Charles Schwab?
Rick Wurster (President & Chief Executive Officer), Walt Bettinger (Co-Chairman), Peter Crawford (Chief Financial Officer), Jonathan Craig (Managing Director, Head of Investor Services and Marketing) are the named executives in this profile. Their responsibilities span strategy, finance, operations, technology, and the business segments most likely to sponsor large vendor decisions.
Who actually makes buying decisions at Charles Schwab?
The buying committee depends on the product. Technology, data, security, risk, finance, procurement, legal, and the line-of-business owner generally need to align before material spend moves forward.
How is Charles Schwab organized as it scales?
Charles Schwab operates as a public, multi-function enterprise rather than a single-product startup. Sellers should map stakeholders by segment, region, regulatory exposure, and operating metric instead of only targeting the CEO's office.
As of June 2026.Sources:Schwab 2025 annual reportSchwab FY2025 results
Charles Schwab — frequently asked questions
