Schwab Charitable™ leadership
Sam Kang, President, Schwab Charitable
Sam Kang is President of Schwab Charitable, and is responsible for setting organizational strategy and leading its implementation in support of Schwab Charitable's mission to increase giving in the United States. Before assuming his current position, Sam spent three years leading the Service, Operations, and Technology teams. Prior to joining Schwab Charitable, he spent over 20 years at TD Ameritrade, where he held a variety of leadership roles in strategy, technology, and operations. Sam holds the Chartered Advisor in Philanthropy® designation, is an Executive Sponsor for the Charles Schwab Community Ambassadors Team in Westlake, Texas, and is part of the Executive Leadership Team for the American Heart Association in Tarrant County, Texas.
Managing Director, Marketing & Business Development
Fred is Managing Director, Marketing and Business Development of Schwab Charitable, and is responsible for engaging and building relationships with donors, financial advisors and charities in order to help increase the impact and efficiency of giving in the United States. He has also led an innovative marketing, communications, and partnerships strategy that has established Schwab Charitable as a leader in the non-profit sector. Since Mr. Kaynor joined Schwab Charitable, annual grants have grown from less than $1 billion to more than $3 billion in Fiscal Year 2020. Fred brings over 20 years of financial services experience after holding senior-level positions at MasterCard Worldwide and Visa. Fred is actively involved in volunteer work, including past board service with Children's Council of San Francisco and the United Way of the Bay Area's Marketing Advisory Council, as well as various leadership roles with his local parish. He is a graduate of Boston College and a former Coro Foundation Public Affairs Leadership fellow.
Managing Director, Strategy, Offer Management & Analytics
Doug brings 18 years of experience in financial services and oversees strategy, offer and project management, and data analytics for Schwab Charitable. Prior to joining Schwab Charitable he held a number of leadership positions at The Charles Schwab Corporation, including leading product teams in Fixed Income, Third Party Mutual Funds, ETFs, and 529 College Savings plans. Doug is active in the community and has worked on a number of public policy issues at the state and local level including water, energy, and mental health. Doug also regularly serves on nonprofit boards. Doug holds a bachelor's degree in Political Science from Colorado State University – Pueblo and an MBA from Colorado State University.
Michael Maestas, CPA, CFA®
Managing Director, Investment Oversight
Michael brings over 20 years of investment analysis and capital markets experience to Schwab Charitable as the Managing Director of Investment Oversight. He previously served within Charles Schwab & Co., Inc., as Managing Director responsible for Alternative Investment Due Diligence. Prior to his time with Schwab, Michael was a long/short equity analyst at Avalon Global Asset Management and was also the firm's CCO. Earlier in his career, Michael was an equity research analyst at Merrill Lynch and Bank of America Securities. He has also been an Adjunct Professor at University of San Francisco and St. Mary's College, instructing courses in Derivative Markets, Equity Valuation, and Advanced Financial Statement Analysis. He has an MBA from Columbia University, a BSBA in Accounting from Bucknell University, and holds both the Certified Public Accountant and the Chartered Financial Analyst designations.
Director, Digital Solutions
Lori Kirkland serves as Director of Digital Solutions for Schwab Charitable helping to create customer-centric experiences throughout the digital landscape to make it easier for clients to give money to charities. With a B.S. in Neuroscience from the University of Michigan, combined with 20+ years in digital experience, Lori oversees technology at Schwab Charitable to create better digital touchpoints that meet the customers need. Lori has also held prior leadership experience in strategy, innovation, experience transformation and product, with that experience helping to guide the digital transformation and cultural adoption of agile to Schwab Charitable. As a Certified Customer Experience Professional (CCXP) she has been identified as a global "Who's Who in CX" by the Customer Experience Professionals Association. With a strong passion for building community, Lori serves on the boards of her neighborhood association, community garden, and school PTA to improve the connection and growth of the community around her.
Director, Financial and Regulatory Reporting
Stephanie serves as the Director of Financial and Regulatory Reporting for Schwab Charitable. She has been with Schwab Charitable for over 6 years helping to lead the finance and reporting team and has over 25 years of professional experience in accounting, finance and tax in the financial sector. Stephanie previously served as the Assistant Vice President of Financial Reporting, Assistant Treasurer at Janus Funds and Chief of Staff at Janus Capital. She received her Bachelor's of Arts in Accounting from Truman State University and her MBA in Finance and Accounting from Regis University. In additional to her professional experience, Stephanie has held leadership and treasurer positions at several local nonprofit organizations.
Director, Service & Operations
Bryan is a seasoned professional of 25+ years in the financial services industry. As Director of Service & Operations at Schwab Charitable, Bryan oversees multiple departments in servicing ultra-high net worth clients in their pursuit of philanthropy. He has been in this role since June 2015, and has been working for The Charles Schwab Corporation since 2010, where he has managed in Client Service & Support as well as Client Experience. Prior to joining Schwab, Bryan worked in a variety of roles during a 16+ year career at TIAA (formerly TIAA-CREF). In his current role, Bryan leads multiple teams located in Westlake, Texas and in Lone Tree, Colorado who work with clients, advisors and charities to help fulfill Schwab Charitable's mission of increasing charitable giving in the United States. Bryan is also Board Member for the Boys & Girls Club of Greater Tarrant County and is involved with the Charles Schwab Community Ambassador group. Bryan received his Bachelor of Arts degree from Simpson College in Indianola, Iowa in Management and Economics with an emphasis in Finance and Marketing. He also completed the University of Denver High Potential Leadership program. Bryan is FINRA Series 6 and 7 licensed, has his Chartered Advisor in Philanthropy® designation and is a Lean Six Sigma Yellow belt.
Thank you for your years of service. May you enjoy your retirement to the fullest.
Kim retired from Schwab Charitable in June 2021 after nearly a decade as president, during which she oversaw a historic increase in annual granting, from $550 million in 2012 to $3.7 billion in 2020. During her tenure, Kim also encouraged the development of new technology, philanthropic services and educational resources to help donors and their advisors integrate charitable giving into everyday wealth management and pass on important values to future generations. Prior to joining Schwab Charitable, Kim held a variety of leadership, strategy, and general management positions at Charles Schwab & Co., Inc. Earlier in her career, Kim was a vice president for Citibank-Asia/Pacific and a Consultant for Bain & Company. She holds an officer position on the board of Students Rising Above and previously served on the board of the Educational Foundation of Orinda and as the head of its investment committee. Kim has been recognized by the San Francisco Business Times as one of the most influential women in Bay Area business and is a member of the Northern California chapter of the International Women’s Forum. She holds a BA in economics and a BS in biology from Stanford University and an MBA from Harvard Business School.
Susan H. Heldman
Former Managing Director, Accounting, Finance, & Tax
Thank you for your years of service. May you enjoy your retirement to the fullest.
Susy oversees Schwab Charitable’s financial and accounting operations and is responsible for developing financial strategy. Prior to joining Schwab Charitable in 2000, Susy worked in controller positions in the oil and gas industry in Southern California and held leadership positions at major non-profit organizations in the Bay Area. She contributes her skills to a number of charitable organizations, including serving on the boards of the Northern California Club of Mount Holyoke College and the Daraja Education Fund. Susy formerly served on the Finance Committee for the Alumnae Association of Mount Holyoke College and the board of the Calvary Presbyterian Foundation. Susy enjoys using her vacation time to volunteer abroad, most recently in Argentina, Thailand, Fiji, and New Zealand. She holds a BA in Latin American Studies from Mount Holyoke College and an MBA from Middlebury Institute of International Studies at Monterey.