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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

    Currently on leave of absence

    Greg is managing partner of Bangtail Partners, a private investment firm. He is a cofounder and former managing director of Summit Partners, one of the nation’s leading private equity and venture capital firms, which has raised nearly $15 billion in capital since its inception. Greg has served on the boards of more than 50 public and private companies and over 20 non-profit boards. His non-profit work has included service on the boards of Williams College (chair), the James Irvine Foundation (chair), Cleveland Clinic, ITHAKA, New Profit, MASS MoCA, the National Outdoor Leadership School (NOLS), Opportunity Fund, the Robert Rauschenberg Foundation, Silicon Valley Community Foundation (chair), and the Sobrato Family Foundation. Greg has also taught mathematics at Eastside College Preparatory School in East Palo Alto for 16 years. He holds a Bachelor of Arts degree, cum laude, in political economy from Williams College and a master’s degree in Business Administration, with distinction, from Harvard Business School.

  • 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.

  • 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.

  • Linda B. Segre

    Linda B. Segre

    Director

    Linda Segre is an experienced officer and board director of publicly traded companies with an extensive background in corporate strategy, mergers & acquisitions (M&A) and people management. She is a director of Callaway Golf Company (member of compensation and nominating & governance committees) and a recently retired Chief Strategy and People Officer of Diamond Foods. Ms. Segre has experience in a broad range of industries, but most recently in consumer goods. She has functional expertise in corporate strategy, M&A, investor relations, executive compensation, human resources, corporate governance and crisis management and communications. Prior to joining Diamond Foods, Ms. Segre was a partner at the Boston Consulting Group for eleven years and also a Managing Director at Google. Ms. Segre earned a BA degree from Stanford University with Academic Distinction in economics and an MBA from Stanford Graduate School of Business. Her other and prior board memberships include: Stanford Athletics Board, Education Outside, The First Tee of San Francisco, Worldres (private, online travel related), Stanford Graduate School of Business, and Arthritis Foundation of Northern California.

Statement on the Passing of Schwab Charitable board member Nicholas Donatiello, Jr.

From Carrie Schwab-Pomerantz, Board Chair, and Kim Laughton, President.

It is with great sadness that we announce the passing of our friend and colleague Nicholas Donatiello, Jr. Nick was an invaluable member of the Schwab Charitable Board of Directors for almost 10 years. He served on the audit, investment and compensation committees, the latter two of which he also chaired. His deep experience as a business leader, management consultant, academic instructor and governance expert along with his extensive preparation and engagement added significant value to the Board and the organization overall. We extend our sincerest condolences to his family, friends and the many lives he touched over the years.