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)

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26 - Michael Dell, Dell CEO: Starting a Business and Keeping it Going

26 - Michael Dell, Dell CEO: Starting a Business and Keeping it Going

Michael Dell founded his company 33 years ago, in his freshman dorm room at the University of Texas, Austin. He had $1,000 to buy PC parts, and took orders over the phone. After that, it ballooned lik...

7 Maj 201732min

25 - Alexandra Lebenthal, Lebenthal & Co. CEO: Taking On Wall Street's Boys' Club

25 - Alexandra Lebenthal, Lebenthal & Co. CEO: Taking On Wall Street's Boys' Club

Alexandra Lebenthal is a third-generation Wall Street power broker. Her grandparents started Lebenthal & Co. 92 years ago, helping to redefine the municipal bond business. Her company has seen better ...

30 Apr 201738min

24 - Mark Fields, Ford CEO: Be Sure the Sleeves Match the Cuffs

24 - Mark Fields, Ford CEO: Be Sure the Sleeves Match the Cuffs

For Ford CEO Mark Fields, the love of cars started early; he still remembers the set of Matchbox cars his dad bought him for his 6th birthday.   Of course, love of cars alone wasn't going to get him t...

23 Apr 201723min

23 - Ajit Pai, FCC chairman: The Most Influential Man on the Internet

23 - Ajit Pai, FCC chairman: The Most Influential Man on the Internet

Ajit Pai doesn't come across as the sort of guy who'd be crossing swords with Silicon Valley. Question him about controversial topics and his answers come quickly, but always tempered by a Midwestern ...

15 Apr 201716min

22 - Jeff Lawson, Twilio CEO: First Get Started, Then Get Smarter

22 - Jeff Lawson, Twilio CEO: First Get Started, Then Get Smarter

Among the many business lessons Jeff Lawson has learned, there's this: Don't expect to get things done if you wait until you're perfectly prepared. Lawson is co-founder and CEO of Twilio, a company th...

9 Apr 201732min

21 - Bracken Darrell, Logitech CEO: Innovation From Spotting Details & Asking Questions

21 - Bracken Darrell, Logitech CEO: Innovation From Spotting Details & Asking Questions

Not many executives can say they've studied the finer points of everything from deodorant and washing machines, to Bluetooth speakers and gaming keyboards. Bracken Darrell can. Darrell is CEO of Logit...

2 Apr 201739min

20 - Katie Jacobs Stanton, Color CMO: Be the Exception to the Rule

20 - Katie Jacobs Stanton, Color CMO: Be the Exception to the Rule

Katie Jacobs Stanton knows how to create her own options. Stanton, a veteran of Twitter, Google, Yahoo, and a presidential administration, now serves as chief marketing officer of genetic testing star...

26 Mars 201741min

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