Charles Goldman

• A Tale of Two Cities

  By James J. Green, AdvisorOne  |  November 1, 2008

  At a time when investor confidence has been shaken by the almost daily news of unprecedented bailouts, bankruptcies, nationalizations, and stock markets that seemed to...

• Safe and Sound

  By James J. Green, AdvisorOne  |  November 1, 2008

  Our role, says Charles Goldman, is to "provide safety and soundness of clients' assets" for the advisors who custody those assets at Schwab Institutional (SI)....

• In Crisis, Opportunity Abounds for RIAs

  By James J. Green, AdvisorOne  |  September 25, 2008

  Greeting the 1,400 advisors who gathered in Atlanta on day one of the annual Schwab Institutional Impact conference on September 24, SI's Charles Goldman argued that "as severe and unique as the crisis is, there's also great opportunity" for Schwab and its advisors during this troubling time in the markets....

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  Watch List

  By James J. Green, AdvisorOne  |  May 1, 2008

  Over the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...

• Catching up with...Patricia Cox

  By Staff Writer  |  April 1, 2008

  Patricia Cox was named chief operating officer of Schwab Institutional in February, assuming a post last held by the current CEO of SI, Charles Goldman....

• New COO for Schwab Institutional; Expanded Duties for Sales Chief

  By James J. Green, AdvisorOne  |  February 22, 2008

  Schwab Institutional has named Patricia Cox COO, the position last held by the current head of SI, Charles Goldman. Cox began her career with Schwab in 2000, and comes to Schwab's advisor division from its retail unit, Schwab Investor Services, where she has been in charge of client service and...

• McWhinney Out, Goldman In

  By James J. Green, AdvisorOne  |  July 1, 2007

  Deborah McWhinney, president of Schwab Institutional (SI) since 2001, resigned her position on May 18, and has been succeeded by Charles Goldman, SI's COO. As...

• Schwab Institutional's McWhinney Resigns

  By James J. Green, AdvisorOne  |  May 21, 2007

  Deborah McWhinney, president of Schwab Institutional (SI) since 2001, has resigned her position effective immediately, and has been succeeded by Charles Goldman, SI's COO.

• Your Partners' Role In Retirement Planning

  By James J. Green, AdvisorOne  |  March 1, 2007

  "Advisors have been in the retirement business since day one," admits Charles Goldman, but a "giant psychographic shift" has occurred among boomer preretirees who are...