Schwab taps Andrew Salesky to lead adviser technology

He replaces Ed Obuchowski, who left in April
JUN 01, 2018

Andrew Salesky is now in charge of technology solutions at Charles Schwab Advisor Services. With more than 20 years at Schwab, Mr. Salesky most recently led the firm's global data efforts within the digital services team. According to a statement from the company, Mr. Salesky "has an extensive background that includes expertise in firmwide data and analytics and client relationship leadership." In 2011, he oversaw the opening of Schwab's first franchised branch office as head of Independent Branch Services. Many independent advisers who custody with Schwab were concerned at the time that the retail franchise model would compete with their own business. Mr Saleskly took over as the leader of the branch network 11 months later, following the departure of Jeff Carney. He replaces Ed Obuchowski, who in April left Schwab to become chief technology officer at Advisor Group.

Latest News

Northern Trust names new West Region president for wealth
Northern Trust names new West Region president for wealth

The new regional leader brings nearly 25 years of experience as the firm seeks to tap a complex and evolving market.

Capital Group extends retirement plan services further with a focus on advisors
Capital Group extends retirement plan services further with a focus on advisors

The latest updates to its recordkeeping platform, including a solution originally developed for one large 20,000-advisor client, take aim at the small to medium-sized business space.

Why RIAs are the next growth frontier for annuities
Why RIAs are the next growth frontier for annuities

David Lau, founder and CEO of DPL Financial Partners, explains how the RIA boom and product innovation has fueled a slow-burn growth story in annuities.

Supreme Court slaps down challenge to IRS summons for Coinbase user data
Supreme Court slaps down challenge to IRS summons for Coinbase user data

Crypto investor argues the federal agency's probe, upheld by a federal appeals court, would "strip millions of Americans of meaningful privacy protections."

Houston-based RIA Americana Partners adds $1B+ with former Morgan Stanley director
Houston-based RIA Americana Partners adds $1B+ with former Morgan Stanley director

Meanwhile in Chicago, the wirehouse also lost another $454 million team as a group of defectors moved to Wells Fargo.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.