Patricia Cox

• Changes at the Top for RIA Units at Fidelity and Schwab

  By Robert F. Keane  |  March 1, 2010

  At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and...

• 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...