12 - Carrie Schwab-Pomerantz, Charles Schwab Foundation president: Empowering Women to Invest with Confidence
Fortt Knox30 Jan 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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Episoder(147)

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43 - Njavwa Mutambo, Musanga Logistics CEO: Orphan to Entrepreneur

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42 - Ben Chestnut, MailChimp co-founder: A Layoff Pushed Him to Success

42 - Ben Chestnut, MailChimp co-founder: A Layoff Pushed Him to Success

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41 - Reid Hoffman, investor & entrepreneur: How a Master of Scale Climbed to the Top

41 - Reid Hoffman, investor & entrepreneur: How a Master of Scale Climbed to the Top

There is no one in Silicon Valley who's more connected than Reid Hoffman. That might be because he plays all of the connector roles, sometimes at once. He's a venture capitalist, at Greylock. He's an ...

26 Aug 201725min

40 - Julie Sweet, Accenture CEO of North America: The Beauty of Reinvention

40 - Julie Sweet, Accenture CEO of North America: The Beauty of Reinvention

This is a conversation about reinvention. Not just once, but over and over. Julie Sweet leads the North American business at Accenture, a global consulting giant that employs more than 400,000 people ...

12 Aug 201750min

39 - Tristan Walker, Walker & Company Brands founder & CEO: A Black Entrepreneur in Silicon Valley

39 - Tristan Walker, Walker & Company Brands founder & CEO: A Black Entrepreneur in Silicon Valley

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6 Aug 201752min

38 - Jason Calacanis, investor: The Brooklyn Kid Turned Angel

38 - Jason Calacanis, investor: The Brooklyn Kid Turned Angel

Brooklyn in the 70s and 80s. Today, he says, his net worth is somewhere north of 100 million dollars. That's not because he's an entrepreneur, though he has started a handful of companies. Jason got r...

30 Jul 201730min

37 - Brad Smith, Microsoft president: If You Change the World, You Change the Law

37 - Brad Smith, Microsoft president: If You Change the World, You Change the Law

Brad Smith has been at Microsoft for nearly 25 years, and has been the top lawyer there for 15. He now holds the title of president, also running corporate affairs and working alongside CEO Satya Nade...

24 Jul 201738min

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36 - Anil Chakravarthy & Bruce Chizen, Informatica: Even CEOs Need Mentors

Think of this as getting to audit a little bit of a leadership master class. Bruce Chizen has the kind of unique executive experience that would fill a book of business school case studies. As the CEO...

17 Jul 201727min

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