Schwab Charitable – Strategic Giving Simplified

Stephanie Diamond is responsible for working with wealth managers on the East Coast in helping their clients consider options for charitable planning.  She has more than twelve years of financial services experience working with Registered Investment Advisors. She has a background in educational program development in the areas of family office services and advisor practice management. Prior to her current role, she was responsible for managing the family office segment at Schwab focused on the unique needs of Advisors serving the ultra affluent including family wealth and well-being and strategic philanthropy. She has also served as a vice president supporting Goldman Sachs' investment banking division. She holds a bachelor’s degree in economics from University of Pennsylvania.  

Stephanie's interest in understanding the dynamics of family interaction led to her recently completing training in the Foundations of Family Therapy at the Ackerman Institute for the Family. She has served on the board of the Jewish Community Federation in San Francisco and more recently volunteered for several nonprofit organizations in New York.