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Carol Massar

๐Ÿ‘ค Speaker
977 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Radio.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

News.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

All right, folks, if you really want to know what's going on in the investment universe, you really want to talk to the folks at Charles Schwab.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

It is a great place to start.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

First of all, it's a $175 billion market cap company.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Stock is up about 26% year to date.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Following its recent earnings, at least 11 analysts raised their price target.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

on the stock after Schwab's third quarter earnings beat, thanks to a surge in retail investing activity.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

And it's something we certainly want to dig into.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Now, Rick Worcester took over as CEO in January of this year after previously serving as president for about three years at the company.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

He was head of Schwab Asset Management Solutions before that.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

So you have been at the company for nearly a decade.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Is that right?

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Welcome.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Thank you.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Thank you.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Well, we love coming here because we really do feel like it's good to get out of, I feel like, the coasts.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

And I feel like it's good to talk to the people who are actually managing tons and tons of money on a daily basis.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

Talk to us about your first year and some of what's been coming at you and how you and your team are making sense of kind of the investment environment when things can change often on a day-to-day basis.

Bloomberg Talks
President & CEO of Charles Schwab Talks Advisor Services

So as you walk around the floor and you're talking to advisors, I mean, what are they talking about in terms of timely advice that you're getting maybe from the advisors and what they are kind of hearing from their clients?