Tobin McDaniel's guest appearances

Tobin McDaniel

Wharton FinTech Podcast

Fundamental Fairness 

Sean Salas

Sallie Krawcheck

David Klein

Andrew Yang

Rob Petrozzo

Ben Miller

Andy Rachleff

Jason Brown

Andreessen Horowitz

Michael Tannenbaum

Brandon Krieg

Henrique Dubugras

Ed O'Brien

Anthony Scaramucci

Daniel Green

OwlTail

Tobin McDaniel is the Head of Invest at SoFi, a FinTech company at the forefront of helping members get their money right. The Invest business includes a wide selection of investing capabilities, including Robo advice, ETFs, crypto, IPOs, and brokerage. Prior to joining SoFi, Tobin held a variety of roles at Charles Schwab, including leading Digital Advice, launching Schwab’s innovation labs, and serving as Chief of Staff to the company’s chairman Chuck Schwab. His other experiences include time as a strategy consultant with McKinsey &amp; Company and starting his career as a chemical engineer. He has a BS in chemical engineering from Carnegie Mellon and an MBA from the University of Pennsylvania’s Wharton School. 

<p>Tobin McDaniel is the Head of Invest at SoFi, a FinTech company at the forefront of helping members get their money right. The Invest business includes a wide selection of investing capabilities, including Robo advice, ETFs, crypto, IPOs, and brokerage. Prior to joining SoFi, Tobin held a variety of roles at Charles Schwab, including leading Digital Advice, launching Schwab’s innovation labs, and serving as Chief of Staff to the company’s chairman Chuck Schwab. His other experiences include time as a strategy consultant with McKinsey &amp; Company and starting his career as a chemical engineer. He has a BS in chemical engineering from Carnegie Mellon and an MBA from the University of Pennsylvania’s Wharton School. </p>

Tobin McDaniel, Robo Advisory and the Future of Wealth Creation

Nipun Jasuja (Wharton 2018) chats with Tobin McDaniel, president of Schwab Wealth Investment Advisory, a registered investment advisor and the sponsor of Schwab Intelligent Portfolios, Charles Schwab’s new automated investment advisory service. In this insightful podcast, Tobin shares his views on the evolution of the wealth management landscape in the US, the importance of incorporating the human element when you are responsible for the hard-earned money of your customers, and the thrills of running a venture within one of the most trusted brands in financial services. To top it all, Tobin also gives tangible advice for budding entrepreneurs and MBA students, reflecting on his own experiences and career trajectory.

Tobin McDaniel, President of Schwab Wealth Investment Advisory