Names & Faces

Philip J. DeAngelo Appointed To Schwab Advisor Services Advisory Board

DeAngelo has been appointed to a two-year term

NEWBURGH, N.Y.–(BUSINESS WIRE)–Philip J. DeAngelo, managing director of Focused Wealth Management, an investment management firm serving clients in the individual, corporate, retirement plan, endowment and foundation marketplaces, has been named to the Schwab Advisor Services Advisory Board.

Described by Schwab as “one of our most important client listening posts for gathering insights from advisors,” DeAngelo has been appointed to a two-year term.

The Schwab Advisory Board, made up of just 20 members, assists Westlake, Texas based Charles Schwab’s Advisor Services business on issues of concern to the 15,000 independent financial advisors who have relationships with Schwab. This group is tasked with discussing big picture strategic issues facing the RIA community. Members contribute ideas and feedback that is instrumental in helping Schwab develop high-level strategies as well as enhanced products, services and procedures to better serve the financial advisor industry.

We’re thrilled to have Philip on the Advisory Board and look forward to his contributions in the coming years...

“Continuous listening is at the very foundation of the trusted relationships we have with our advisor clients,” said Jon Beatty, Chief Operating Officer at Schwab Advisor Services. “We rely on advisors’ candid feedback to help evolve our business offerings, and our Advisory Board is one of the most important ways for us to gather those insights. We’re thrilled to have Philip on the Advisory Board and look forward to his contributions in the coming years.”

DeAngelo said, “This appointment is truly an honor and belongs to the entire team at Focused Wealth Management. It reflects the high standards we uphold on behalf of our valued clients. I look forward to joining other financial advisors on the Board and contributing to the learnings and excellence of Charles Schwab.”

 

 

 

About Schwab Advisor Services
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab. The company has been the leading advocate of registered investment advisors for more than 30 years, by educating investors about the value of working with an RIA and advocating on behalf of RIAs in Washington, D.C. As of January 31, 2024, Schwab has approximately $8.5 trillion in clients assets.

 

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