SENIOR LEADERSHIP

Marlene Bates
Marlene Bates, CFA, CFO

Marlene Pelage-Bates is Chief Financial Officer at Charles Schwab Investment Advisory, Inc. (“CSIA”), and previously served as Chief Financial Officer for ThomasPartners, Inc. (“ThomasPartners”) prior to that firm’s merger with CSIA in April of 2018. In addition to CSIA, Marlene is Vice President of Enterprise Finance at Charles Schwab & Co., Inc. (Member SIPC), assisting support organizations and Schwab Client Solutions, a division that combines fixed income solutions, trading platforms, the Schwab Center for Financial Research, cash and margin lending strategy and advice solutions. Marlene joined the President’s Leadership Council at the Asia Foundation in June 2016.

Previously, Marlene completed three years as chief of staff and head of strategy in Client Solutions and six years in the Risk and Credit Management group, where she managed the company’s structured products investment portfolio. She has also been a key thought leader for the International Services team, helping to establish roadmaps with options for entry to China, as well as building relationships with regulators, educators and potential partners. She also helped drive the successful launch of the social media platform at Schwab.

Prior to Schwab, Marlene spent 11 years in project finance and equity derivatives at Credit Agricole Bank with postings in Paris, New York, Hong Kong, Singapore and London.

Marlene served on the Board of Trustee of the Museum of the African Diaspora and more recently on the Board of the Branson School, an independent high school in Ross, California. She has also been a life-long advocate for “mainstreaming” children with special needs and has worked with the National Institutes of Health, various medical centers and education facilities on both coasts.

Marlene holds a joint MBA degree in Finance and Marketing from Ecole Superieure de Commerce de Paris and Drexel University, a Series 7 registration and holds the Chartered Financial Analyst (CFA) designation.

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