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HOME/PEOPLE/ANDREW D'ANNA
// PERSON

Andrew D'Anna

ROLE MANAGING DIRECTOR, INVESTMENT PLATFORMS AND STRATEGYAT CHARLES SCHWABMENTIONS 1LAST SEEN SEPTEMBER 29, 2026
// BIO

Andrew D'Anna is Managing Director of Schwab Investment Platforms, Solutions, and Strategy at The Charles Schwab Corporation, where he is responsible for accelerating the firm's innovation pace and aligning its enterprises across a single strategic product roadmap. He has been with Schwab since 2015, previously serving as COO of the retail business and leading its ultra-high-net-worth segment, and prior to that was a principal at The Boston Consulting Group. He is best known for leading Schwab's acquisition of Forge Global and shaping the brokerage's strategy for expanding retail access to private-market and pre-IPO investments.

Discussed in
// RECENT MENTIONS
// SIGNALS
1 SIGNAL
01
mention·PitchBook News·SEPTEMBER 29, 2026

“PitchBook News interviewed Andrew D'Anna... about how the firm's recently closed acquisition of Forge Global fits into its private-market roadmap.”

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AI-extracted from podcast / newsletter / paper summaries. May contain errors.

Andrew D'Anna — 1 mention on Teahose