Company Participants
Jeff Edwards – MD & Head of Investor Relations
Richard Wurster – CEO, President & Director
Jon Beatty – MD & Head of Schwab Advisor Services
Jonathan Craig – MD, Head of Investor Service & Head of Retail Investing
James Kostulias – MD & Head of Trading Services
Adele Taylor – Managing Director & Head of Workplace Services
Stacy Hammond – MD & Chief Marketing Officer
Neesha Hathi – Managing Director & Head of Wealth & Advice Solutions
Andrew D’Anna – MD & Head of Schwab Investment Platforms, Solutions, and Strategy
Dennis Howard – MD and Chief Technology, Operations & Data Officer
Michael Verdeschi – MD & Chief Financial Officer
Conference Call Participants
Alexander Blostein – Goldman Sachs Group, Inc., Research Division
Steven Chubak – Wolfe Research, LLC
Brennan Hawken – BMO Capital Markets Equity Research
Benjamin Budish – Barclays Bank PLC, Research Division
David Smith – Truist Securities, Inc., Research Division
Devin Ryan – Citizens JMP Securities, LLC, Research Division
Michael Cyprys – Morgan Stanley, Research Division
Charles John Bendit – Rothschild & Co Redburn, Research Division
Michael Brown – UBS Investment Bank, Research Division
Kenneth Worthington – JPMorgan Chase & Co, Research Division
Christopher Allen – Keefe, Bruyette, & Woods, Inc., Research Division
Steven Wharton
Ritwik Roy – Jefferies LLC, Research Division
Brian Bedell – Deutsche Bank AG, Research Division
Jacquelyne Cavanaugh – Putnam Investment Management, LLC
Conversation
Operator
Welcome to Institutional Investor Day 2026. To begin, please welcome Jeff Edwards.
Jeff Edwards
MD & Head of Investor Relations
Thank you so much. Thank you so much. The warm welcome was very much unexpected from the crowd this early in the morning. But we appreciate everyone joining us on the webcast and especially those here in the room that have made the trip to Westlake. It’s very exciting to have everyone here for the 2026 Edition of Schwab’s Institutional
