Jim Dario

Director, Digital Solutions

Director, Digital Solutions

Jim Dario, Director of Digital Solutions, is responsible for the management of Schwab Charitable’s technology platforms. He leads the strategy and development of customer-centric experiences throughout the digital landscape, making it easier for clients and advisors to donate to nonprofits. Jim has over 25 years of financial services experience servicing the needs of registered investment advisors through leadership roles in business development, relationship management, and product strategy. Jim was a senior member of TD Ameritrade’s Institutional Leadership Team and oversaw the firm’s platform of services including digital technology, wealth management offerings, investment solutions, retirement products, and practice management. Jim earned a bachelor’s degree in government from St. Lawrence University and holds FINRA series 6, 7, 9, 10, 23, 24, and 63 licenses. 


Jim grew up on Martha’s Vineyard, where many year-round islanders face a variety of challenges. He supports charities that commit to help the multiple needs of the island and its people, including Martha’s Vineyard Community Services, the Island Housing Trust, and the Island Food Pantry.