Tobin McDaniel
SVP, Digital Wealth Management & InnovationCharles Schwab
Tobin McDaniel is the Senior Vice President for Digital Advice and Innovation. In this role, he leads the team responsible for Schwab’s automated investing products: Schwab Intelligent Portfolios™, Schwab Intelligent Advisory™, and Institutional Intelligent Portfolios™.

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 Schwab 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.