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Charles Schwab Honored by University of California, Irvine for Contributions to the Paul Merage School of Business

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The Charles Schwab Corporation (NYSE:SCHW) :

(L-R) UCI's Former Dean Andy Policano, Schwab's Brad Losson, Shawnette Gauer, Bernie Clark, and UCI'

(L-R) UCI’s Former Dean Andy Policano, Schwab’s Brad Losson, Shawnette Gauer, Bernie Clark, and UCI’s Dean Eric Spangenberg (Photo: Business Wire)


Charles Schwab was honored today for its support of the University of California, Irvine’s (UCI) Paul Merage School of Business during a gala celebration at the University. Schwab teamed up with UCI in 2013 to create The Charles Schwab Trading & Technology Lab which was completed this year and is now open to students.

Made possible by The Charles Schwab Foundation, the Lab is one of the cornerstones of the new 78,000-square-foot building located within the Paul Merage School of Business. Equipped with state-of-the-art technology and trading software, the facility provides students with a hands-on learning designed to mimic the environment and layout of a securities trading floor.

Schwab also provided technology for the new facility, including Schwab Performance Technologies(R) PortfolioCenter(R), one of the most widely used portfolio management applications in the financial services industry, and access to SchwabAdvisorCenter(R).com, the website used by RIAs who custody assets with Schwab Advisor Services(R). The technology suite also includes Schwab OpenView GatewayTM and the Schwab OpenView Workflow LibraryTM from Schwab Intelligent Technologies(R), solutions that help advisors better serve their clients by integrating technology and best practices workflows.


The gala celebration was held on Thursday, May 7, 2015 at University of California, Irvine.

Who: Bernie Clark, executive vice president and head of Schwab Advisor Services accepted the University’s acknowledgement on Schwab’s behalf.
Why: Schwab Advisor Services is passionate about the RIA model and believes strongly in the value it delivers to high-net-worth investors. Attracting young people to the RIA space is critical to the channel’s success going forward and Schwab is committed to working with educational institutions across the U.S. to help mentor, train and provide hands-on learning opportunities for students who will pursue a career with an RIA.

Schwab Advisor Services engages in a wide range of efforts to support and advance the independent advisory industry. Activities include donations to non-profit organizations, as well as providing a voice in Washington, D.C. on regulatory and public affairs issues impacting RIAs. In 2013, Schwab Advisor Services launched the Schwab RIA Student Intern Program, an immersive, hands-on RIA industry-focused program designed to prepare undergraduate college students for employment with RIA firms. Schwab Advisor Services also established the IMPACT Awards in 2006 to honor advisors and firms that have advanced the industry through their visionary leadership, operational excellence and technology innovation. Schwab also created, a multi-media national advertising campaign with a local marketing strategy that aims to support the RIA category and increase awareness of the independent advisory model among high net-worth investors.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

More information is available at Follow us on Twitter, Facebook, YouTube, and LinkedIn.


Through its operating subsidiaries, The Charles Schwab Corporation (NYSE:SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at and

Brokerage Products: Not FDIC Insured o No Bank Guarantee o May Lose Value

Independent investment advisors are not owned by, affiliated with or supervised by Charles Schwab & Co. Inc.

Schwab Advisor Services provides custody and trading, as well as technology and other support services to independent investment advisors. It includes the custody, trading and related support services of Charles Schwab & Co., Inc. (“CS&Co”), a registered broker-dealer and member SIPC and the technology products and services of Schwab Performance Technologies (SPT) and of Schwab Intelligent Technologies (“SIT”). CS&Co, SIT and SPT are affiliated as separate subsidiaries of The Charles Schwab Corporation, but their respective products and services are independent of each other.

Schwab OpenView GatewayTM is offered by SIT and made available exclusively to advisors that custody client assets with CS&Co. PortfolioCenter(R) is offered by SPT.


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