12 - Carrie Schwab-Pomerantz, Charles Schwab Foundation president: Empowering Women to Invest with Confidence
Fortt Knox30 Tammi 2017

12 - Carrie Schwab-Pomerantz, Charles Schwab Foundation president: Empowering Women to Invest with Confidence

When you see Carrie Schwab-Pomerantz's name, you might assume the daughter of Charles Schwab grew up quite privileged. After all, the Schwab name has become synonymous with wealth management. Didn't she end up working in the industry by default? Actually, no. Schwab-Pomerantz's parents divorced when she was a child, and her father's firm didn't become a financial force until she was well into her 20s. She was already there working with clients when Bank of America bought the company in 1983, and continued after the company split off again four years later. Today, Schwab-Pomerantz is Chairman of the Charles Schwab Foundation, and a senior vice president at the $56-billion company. She's a certified financial planner, and focuses on reaching out to groups like women, minorities and young people, who tend to have less experience managing their personal finances. I talked to Schwab-Pomerantz for the Fortt Knox podcast to get a sense of her personal journey – successes and mistakes – and also to dig out a lot of practical money tips for professionals who are trying to save for the future while planning big purchases and even raising a family. It's January, after all. There's still time to make good on those money resolutions.


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Jaksot(147)

147 - New Life for Fortt Knox on LinkedIn and YouTube. See You There!

147 - New Life for Fortt Knox on LinkedIn and YouTube. See You There!

https://www.linkedin.com/in/jonfortt/detail/recent-activity/https://www.youtube.com/c/forttknoxI should have posted this way earlier, but I've been getting questions. Here's the skinny: Fortt Knox is ...

26 Syys 20202min

146 - AWS CEO Andy Jassy on JEDI, the Cloud's Future and More

146 - AWS CEO Andy Jassy on JEDI, the Cloud's Future and More

In the late 1990s, Andy Jassy pitched a wild idea to his boss and mentor, Jeff Bezos: What if Amazon developed another business, delivering computing power and storage . Two decades later, it stands a...

7 Joulu 201945min

145 - Trump and Apple’s CEO Talk Business in Texas

145 - Trump and Apple’s CEO Talk Business in Texas

A walk to remember. Apple CEO Tim Cook and President Donald Trump in Texas this week, and it’s a high stakes photo op. They’re at the factory in Austin Texas where Apple’s Mac Pro computer is assemble...

23 Marras 201929min

144 - A Fresh Look at Design: Melanie Perkins, co-founder and CEO of Canva

144 - A Fresh Look at Design: Melanie Perkins, co-founder and CEO of Canva

I was on the road this week, doing a little tour of California. Three cities in three days. San Francisco Monday, L.A. Tuesday, San Diego Wednesday. Adobe’s MAX conference was this week in LA, where t...

10 Marras 201919min

143 - Microsoft JEDI: The Empire Strikes Back; with Morgan Brennan

143 - Microsoft JEDI: The Empire Strikes Back; with Morgan Brennan

It's the biggest single cloud contract … possibly ever. Definitely the most talked about. The Pentagon's Joint Enterprise Defense Infrastructure contract. JEDI, going to: Microsoft late last week. The...

2 Marras 201925min

142 - Mr. Zuckerberg Goes to Washington: with John Stanton and Farhad Manjoo

142 - Mr. Zuckerberg Goes to Washington: with John Stanton and Farhad Manjoo

Facebook CEO Mark Zuckerberg in Washington this week arguing for Libra, the digital currency his company created and wants to build around. This after he last week made the case in front of an audienc...

26 Loka 201926min

141 - Tech's Free Speech Challenge

141 - Tech's Free Speech Challenge

Tech just can’t get away from politics.  Senator Elizabeth Warren has a bone to pick with Facebook. Mainly its standards for political ads. After Facebook refused to take down a Trump Campaign ad that...

19 Loka 201926min

140 - Savings and Startups: Credit Carma CEO Ken Lin; Snowflake CEO Frank Slootman

140 - Savings and Startups: Credit Carma CEO Ken Lin; Snowflake CEO Frank Slootman

It’s hard to save money these days – and I’m not talking about the new phones and earbuds that come out this time of year and tempt you to spend. Interest rates are really low. Which is great if you’r...

13 Loka 201942min

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