Schedule of Events

August 6 Women’s Initiative Event

  • Tuesday Aug 6, 2019
  • Start Time: 11:30AM
  • End Time: 1:30PM
  • The Backspace

Join us for our Q3 Women’s Initiative Event

Topic:  What Does Going Digital Mean For You and Your Clients?

A Private Lunch Conversation Regarding Women and Technology

with Neesha Hathi, Executive VP and Chief Digital Officer, Charles Schwab

Tuesday, August 6, 2019
11:30 am – 1:30 pm
The Backspace
507 San Jacinto Blvd, Austin, TX 78701

There is no charge to attend. Lunch will be provided by Charles Schwab.

This event is limited to 20 attendees

This event is now closed due to capacity. If you would like to get on the waitlist, please email
We will contact you if an opening becomes available. Thank you.

Sponsored by

Neesha Hathi leads the Digital Services organization that serves over $3 trillion in client assets and over 11 million accounts through the Investor Services and Advisor Services lines of business. In her role, Hathi is responsible for defining and developing strategy, offers, and experiences to drive the growth and loyalty of existing and prospective clients. Hathi oversees the digital platforms that support retail and registered independent advisor (RIA) clients; digital advice solutions, including Schwab Intelligent Portfolios® and Schwab Intelligent Advisory; Schwab’s data office; and business innovation.

Since joining Schwab, Hathi has held a range of leadership roles across the organization. She was the executive vice president of platforms and client experience for Investor Services; led Advisor Technology Solutions, delivering digital platforms and solutions to RIA advisor clients; served as the chief operating officer of Schwab Performance Technologies®; and also led a range of strategy and client experience teams.

Prior to joining Schwab in 2004, Hathi held leadership roles in strategy, marketing, and finance for various startups, including Enuvis, a developer of GPS technology for wireless devices, and Kibu, a teen media company. She began her career in the investment banking industry, supporting the execution of initial and secondary public offerings and merger and acquisition transactions at PricewaterhouseCoopers and EVEREN Securities.

Hathi has been awarded numerous recognitions for her leadership and advocacy. In 2016, she received the Industry Leader Award from the Professional Business Women of California and was named one of the most influential people in the industry by Investment Advisor magazine. She has also been recognized by InvestmentNews as one of the 20 most powerful people in the industry. In 2012, the United Nations Convention on the Elimination of Discrimination against Women honored Hathi with the Women’s Human Rights Award for Leadership.

Hathi previously served on the Board of Governors of the Boys & Girls Clubs of San Francisco, and on the board of the International Museum of Women. Hathi earned a bachelor of business administration from the University of Michigan and a master of business administration from the Anderson School at the University of California, Los Angeles. She holds FINRA Series 7 and 24 registrations.

She and her husband live in San Francisco with their three sons.

Follow Neesha on LinkedIn and Twitter.


What is the FPA Austin Women’s Initiative?  It is our newest program of educational networking events designed to promote gender diversity within the financial planning industry.  The goal of the program is twofold: 1) support and equip women with resources and best practices to help them with career advancement, skills training, and client management, and 2) create greater awareness and understanding about the different challenges and biases that women face in the workplace.  If you are interested in learning more about this initiative, please contact us at