Dave Girouard

I build businesses that serve the world's most sophisticated investors. As Head of Schwab Private Wealth Services, I own the strategy and end-to-end experience for Schwab's ultra-high-net-worth segment, with a mandate to establish Schwab as the preeminent firm for UHNW clients. Over the past two years, we've grown 165% in households and 380% in net new assets, by launching a differentiated suite of capabilities including Addepar reporting, AI-enabled tools, a loyalty program, lifestyle advisory, and private markets access. That last one was enabled by the announcement of Schwab's $660M acquisition of Forge Global. Before focusing on UHNW, I spent several years leading corporate and retail strategy teams at Schwab, owning the firm's short- and long-term growth agenda, redesigning enterprise operating models, and advising senior leadership on the firm's highest-priority business decisions. My edge is strategy-through-execution: I don't just define where to go. I build the operating model, launch the capabilities, and drive adoption in the field. It's a combination of management consulting rigor from Booz & Company, Deloitte, and KPMG, and hands-on digital implementation experience including a 10,000-user Salesforce rollout at Huntington Bank. I'm energized by complex challenges at the intersection of strategy, product, and experience, especially when the answer involves rethinking how a business operates from the ground up.