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Stephanie Diamond

Schwab Charitable


Speaker Bio

Stephanie Diamond partners with wealth managers and clients on the U.S. East Coast to explore and implement charitable planning strategies. She brings more than 18 years of financial services experience working directly with retirement investment advisors, work that is supported by her background developing educational programs for family offices and advisor practices at Charles Schwab & Co., Inc. Before joining Schwab Charitable, she served as a Vice President at Goldman Sachs. Stephanie recently completed training with the philanthropic consultancy 21/64 in Developing a Philanthropic Identity as well as Foundations of Family Therapy at the Ackerman Institute for the Family. She is on the board of the Madison Square Boys & Girls Club. She holds a bachelor’s degree in economics from the University of Pennsylvania.

Speaker Sessions