Rick has been President and CEO of The Charles Schwab Corporation and a member of its Board of Directors since January 1, 2025. Previously, he served as President for more than three years, overseeing Schwab’s client enterprises, wealth and asset management, Schwab’s Banking and Trust services, technology, and operations.

Rick leads a workforce of approximately 33,500 employees, with headquarters in Westlake, Texas, and branch offices in more than 420 locations across the United States plus London, Hong Kong, Singapore, and Puerto Rico.

As measured by client assets, Schwab is the largest publicly traded investment services firm in the United States and one of the world’s largest financial services firms serving approximately:

• $12.61 trillion in client assets
• 39.3 million client brokerage accounts, 2.3 million bank accounts, and 5.9 million workplace plan participant accounts
• Over 16,000 independent investment advisors

Previously, Rick served as head of Schwab Asset Management Solutions where he led money management and portfolio advice solutions, wealth management services, financial research, and market insights.

Before joining Schwab in early 2016, Rick held leadership roles at Wellington Management and McKinsey & Company where he was a leader of the asset management practice and an Associate Principal.

Rick earned an MBA from Dartmouth College and a bachelor’s degree in economics from Villanova University where he graduated magna cum laude and was captain of the golf team. He holds both the Chartered Financial Analyst^® (CFA) and Chartered Market Technician^® (CMT) designations. He also serves on the Board of Governors for First Tee.

Jeremy Utley transforms how individuals and organizations unlock the combined power of human creativity and artificial intelligence (AI). An instructor at Stanford Online—where he’s earned multiple “favorite professor” distinctions—and Harvard’s Division of Continuing Education, Mr. Utley is a Thinkers50 Top Ten Innovation Leader whose dynamic approach to teaching, research, and advisory work makes him a trusted guide for leaders navigating the AI era.

His bestselling book Ideaflow: The Only Business Metric That Matters has been translated into more than 10 languages, earning acclaim as a foundational guide to innovation. His top 1% podcast, Beyond the Prompt: How to Use AI in Your Company, explores practical strategies for leveraging AI as a thought partner, empowering professionals to tackle complex challenges with confidence. AI for Work, his latest course, has already equipped thousands of professionals across 70 countries to integrate generative AI into their daily workflows.

Mr. Utley is a self-described “recovering spreadsheet enthusiast,” and his transformation from finance to design underscores his belief that creativity is a learnable skill—one that he now empowers leaders to cultivate through AI-enhanced innovation. Leadership teams and CEOs regularly seek his counsel to drive innovation strategy and integrate AI, resulting in measurable business transformation. Over the past 15 years, he has taught more than a million students worldwide, helping organizations foster cultures of innovation and AI fluency.

Known for his sharp insights and approachable humor, Mr. Utley delivers keynotes that are transformative learning experiences, bridging cutting-edge research with actionable takeaways. His insights have been featured on National Public Radio and in the Wall Street Journal, Harvard Business Review, Financial Times, and numerous other prestigious media outlets.

Mr. Utley holds an MBA from Stanford Graduate School of Business, where he graduated with distinction as an Arjay Miller Scholar (top 10%), and a BBA in finance with honors from the University of Texas at Austin. He is also a general partner at Freespin Capital, bringing his expertise to early-stage technology investments. His newest book, The Human Advantage: What AI Can’t Do Without You, will be published November 10.