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Jerry Cobb

Charles Schwab & Co., Inc.


Speaker Bio

Jerry Cobb is a senior consultant for Charles Schwab & Co., Inc. He helps investment advisory firms identify and address challenges surrounding growth, profitability, and succession. Before joining Schwab, Mr. Cobb gained extensive experience analyzing business successes and failures and providing performance-improving insights to a wide range of organizations. As vice president of marketing at Kolbe Corp., he helped investment advisors and others implement talent management and productivity solutions. He founded a company that worked with small and mid-sized firms on marketing, branding, and strategic communications. He also served as the senior west-coast on-air correspondent for CNBC and as a producer and reporter for Financial News Network. Mr. Cobb earned a bachelor’s degree from Brown University and a master’s degree in business administration from Arizona State University. In addition, he studied business and economics at the University of Chicago on a William Benton Fellowship in Broadcast Journalism.

Speaker Sessions