Cynthia Loh

Vice President, Digital Advice and Innovation, Charles Schwab & Co., Inc.

Cynthia Loh is Vice President of Digital Advice and Innovation at Charles Schwab & Co, Inc. In this role, Cynthia leads the team responsible for defining the client experience for Schwab Intelligent Portfolios® and Schwab Intelligent Advisory™, the firm’s robo advisory and hybrid advisory and planning services, as well as developing and executing a growth strategy for both services.

 

Prior to joining Schwab, Loh was on the executive team at Betterment, where she built and managed Betterment’s 401(k) business. Prior to Betterment, Loh led Business Development at ZocDoc, a health care technology start-up. She has additional financial services experience from prior roles at PIMCO and Merrill Lynch.

 

Loh earned a Bachelor of Arts degree from University of California, Berkeley, and a Master of Business Administration degree from Stanford University. She holds a FINRA Series 7 registration and is a Chartered Financial Analyst (CFA).