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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Avsnitt(147)

75 - Satya Nadella, Microsoft CEO: The Vision for Power in Cloud and AI

75 - Satya Nadella, Microsoft CEO: The Vision for Power in Cloud and AI

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74 - Vlad Shmunis, RingCentral founder and CEO: A Multi-Billion-Dollar Midlife Crisis

74 - Vlad Shmunis, RingCentral founder and CEO: A Multi-Billion-Dollar Midlife Crisis

Vlad Shmunis just wasn't an enthusiastic employee. Didn't like following directions. And he had ideas – lots of ideas. Eventually, something had to give. So the entrepreneurial engineer took a leap, e...

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73 - Rafat Ali, Skift founder & CEO: A Long Journey to Paid Content and Beyond

73 - Rafat Ali, Skift founder & CEO: A Long Journey to Paid Content and Beyond

Rafat Ali has done something remarkable in an era where it's really tough to make money telling people the truth. He built and sold PaidContent, a site that covered the digital media revolution with t...

21 Apr 201831min

72 - Rob Solomon, GoFundMe CEO: This Leader Bet the Farm on Generosity

72 - Rob Solomon, GoFundMe CEO: This Leader Bet the Farm on Generosity

GoFundMe is a generosity powerhouse – it's helped people raise a total of more than 5 billion dollars for all kinds of causes and pet projects. Rob Solomon is its CEO. Late last year, Solomon made a b...

14 Apr 201824min

71 - Tim Ryan, PwC U.S. Chairman: Tech is Reshaping the Dynamics of Global Business

71 - Tim Ryan, PwC U.S. Chairman: Tech is Reshaping the Dynamics of Global Business

Tim Ryan grew up in a working-class family in Boston, where his early jobs included a paper route and a job at a grocery. He’s now the U.S. chairman of PriceWaterhouseCoopers, the global accounting fi...

30 Mars 201833min

70 - Tony Xu, DoorDash CEO: It's About Data, Not Just Food or Delivery

70 - Tony Xu, DoorDash CEO: It's About Data, Not Just Food or Delivery

This week on the podcast? DoorDash cofounder and CEO Tony Xu. He just raised more than half a billion dollars to build out his business.  There’s this idea out there that today’s consumers are lazy, a...

24 Mars 201825min

69 - Danny Govberg, Watchbox CEO: Tech Didn't Kill the Luxury Watch Business After All

69 - Danny Govberg, Watchbox CEO: Tech Didn't Kill the Luxury Watch Business After All

Everybody loves a David and Goliath story. The problem is, in business these days, the David is usually a family business, and the Goliath is some technology-juicing giant. Goliath is usually winning....

17 Mars 201823min

68 - Abe Ankumah, Nyansa cofounder & CEO: Building on a Legacy of Entrepreneurship

68 - Abe Ankumah, Nyansa cofounder & CEO: Building on a Legacy of Entrepreneurship

Abe Ankumah had never touched a computer before he arrived at Caltech in 1997, but quickly became captivated and decided to major in computer science. Now he’s the cofounder and CEO of Nyansa, a Silic...

10 Mars 201832min

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