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Schwab Charitable™ Board of Directors

  • Carrie Schwab-Pomerantz

    Carrie Schwab-Pomerantz

    Director & Chairwoman

    Carrie Schwab-Pomerantz is President of Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation. She was appointed by President Obama to the President’s Advisory Council on Financial Capability, for which she serves as chair of the Partnership Committee, and sits on the Youth Committee. She is a national trustee for Boys & Girls Clubs of America and serves on the boards of Decker Communications and the International Women’s Forum Leadership Foundation. With her father, Charles R. Schwab, she co-authored “It Pays to Talk: How to Have the Essential Conversations with Your Family About Money and Investing,” and she writes a personal finance column called Ask Carrie, which appears on Schwab.com.

  • Greg Avis

    Greg Avis

    Director

    Greg Avis is a co-founder of and senior advisor to Summit Partners in Menlo Park, California. In 1984, Greg helped found the firm, one of the nation’s leading private equity and venture capital firms, which has raised nearly $15 billion in capital since its inception. Prior to Summit, Greg worked for McDonald & Company Investments and Goldman Sachs & Co. He holds a BA in political economy and an MBA from Harvard Business School. Greg has served as a director on over 40 public and private technology, communications, and healthcare companies. He has served on a number of boards for non-profits, including Silicon Valley Community Foundation (Chair), Antioch College, San Jose Repertory Theatre (Chair), New Profit, ARTstor, Williams College (Chair), the James Irvine Foundation (Chair), and the National Outdoor Leadership School. In addition to his other work, Greg also teaches sophomore Algebra II and Trigonometry at Eastside College Preparatory School in East Palo Alto, California. He worked with the school to fund, design, and construct its performing arts facility.

  • Anne Casscells

    Anne Casscells

    Director

    Anne Casscells is the chief investment officer of Aetos Alternatives Management, where she manages funds on behalf of pensions, endowments, and foundations. Prior to this, she was the chief investment officer for the endowment of Stanford University. She is the treasurer of Grace Cathedral in San Francisco and has served on the board of KQED Public Broadcasting. She has also been a trustee of the Stanford Business School Trust and an advisor to the David and Lucile Packard Foundation. She has authored several articles on investing and teaches a class on investing at Stanford Business School.

  • Nicholas Donatiello, Jr.

    Nicholas Donatiello, Jr.

    Director

    Prior to founding Odyssey, Nicholas Donatiello was press secretary and then campaign manager for U.S. Senator Bill Bradley and a consultant with McKinsey & Company. From 2001 to 2008, he served on the board of Northern California Public Broadcasting (NCPB), serving as Chairman of the Board his last three years. By the end of his tenure as Chairman, NCPB was the most-watched public television broadcaster and most-listened-to public radio broadcaster in the country. He is also a member of the Board of Directors of Dolby Laboratories.

  • Loretta Doon

    Loretta Doon

    Director

    Loretta Doon is the chief executive officer of the California Society of CPAs and the California CPA Education Foundation. She serves on the advisory board for the Center for Financial Reporting and Management at the Haas School of Business at UC Berkeley and is also on the board of the Accounting Career Awareness Program of Northern California. She is a member of the Financial Women’s Association, American Woman’s Society of CPAs, and the AICPA's Minority Initiatives Committee, which helps involve minorities in the profession.

  • Dan Kingsley

    Dan Kingsley

    Director

    Dan Kingsley is a founder and managing partner of SKS. Kingsley is an investor, developer and advisor of commercial real estate properties in the western United States. He was a vice president with Maguire Thomas Partners headquartered in Los Angeles, where he participated in the development of more than three million square feet of office space. He is a graduate of the University of Oregon and holds an MBA from The Wharton School of the University of Pennsylvania, as well as an MS in regional planning from the University of Pennsylvania.