Erin Montgomery

Erin Montgomery

Director, Asset Management Strategy and Employee Development
Charles Schwab & Co., Inc.

Erin Montgomery is the Director of Asset Management Strategy and Employee Development supporting Schwab Asset Management Solutions™ (SAMS). Ms. Montgomery leads the overarching business strategy of the SAMS asset management business, including proprietary products, broker-dealer product platform offerings, product distribution, and research functions. She also leads SAMS Employee Development, supporting employee training, diversity and inclusion programs, and overall employee engagement.

Previously, Ms. Montgomery spent nearly 10 years on Schwab’s corporate communications team leading internal and external communications for Schwab’s asset management businesses. In this role she was responsible for media relations and executive visibility campaigns supporting new products and initiatives across proprietary products, third-party platforms, and research. Additionally, she oversaw employee communications for SAMS and served as a communications counselor to senior leadership. Before joining Schwab in 2011, Ms. Montgomery held various corporate communications and investor relations roles at the International Securities Exchange (an all-electronic options exchange that was acquired by Nasdaq in 2016).

Ms. Montgomery earned a Bachelor of Science in business administration from California Polytechnic State University, San Luis Obispo. She holds a Series 7 license.