Tobin McDaniel

Tobin McDaniel leads the team responsible for Schwab’s digital advisory and automated investing services for both the Investor Services and Advisor Services lines of business: Schwab Intelligent Portfolios®, Schwab Intelligent Advisory™, and Institutional Intelligent Portfolios®. McDaniel is a member of the leadership team for Schwab’s Digital Services organization which is responsible for developing overall digital strategy, offers and experiences to drive firm growth and deepen existing client relationships.

Prior to his current role, McDaniel served as Chief of Staff to Charles R. Schwab, founder and chairman of The Charles Schwab Corporation. McDaniel joined Charles Schwab & Co. in 2011 as a managing director of Retail Strategy, where he led strategy development and strategic initiatives for the Investor Services business.

Before Schwab, McDaniel worked at Nationwide Insurance, one of the largest diversified insurance and financial services organizations in the country. He also worked at McKinsey and Company and at Air Products and Chemicals, Inc.

McDaniel earned a Bachelor of Science degree from Carnegie Mellon University and a Master of Business Administration degree from the Wharton School, University of Pennsylvania. He holds FINRA Series 7, 24, and 66 registrations.

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