NewsRelease

(Posted 3-1-04)
Contact: Steve Gilliam, 336-334-5371

Bryan Lecture to Feature Carrie Schwab Pomerantz,
Expert on Individual Investments, March 16-17

GREENSBORO – Investment executive and foundation director Carrie Schwab Pomerantz will deliver this year’s Kathleen Price Bryan Lecture Tuesday, March 16, at The University of North Carolina at Greensboro.

Her free, public address on “Financial Literacy: Everyone’s Issue” will begin at 7:30 p.m. in the Bryan School Auditorium (Room 160). A reception will follow. She will also speak from 9-11 a.m. March 17 at a Women in Leadership Series event, to be held in Room 416 of the Bryan School.

Schwab Pomerantz is a leading advocate for individual investors. As vice president for consumer education for Charles Schwab & Co., Inc., she is dedicated to raising the level of financial knowledge for consumers. She is also president of the Charles Schwab Foundation, which focuses its philanthropic resources on helping economically disadvantaged teens and young adults achieve financial success, and also encourages and supports Schwab employee philanthropy.

With her father, company founder and chairman Charles Schwab, she co-authored “It Pays to Talk: How to Have the Essential Conversations with your Family about Money and Investing.”  Publishers Weekly called the book “a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning.”

Schwab Pomerantz is a sought-after speaker, whose public appearances include the World Affairs Council of Philadelphia and the Commonwealth Club, in addition to appearances on The Today Show, CNBC as well as NPR. In 2001, Working Woman magazine recognized her as one of four “Market Movers” in America who are “rewriting the rules of finance,” and she was also recognized as one of the “25 power Elite” in the financial services industry by Investment News.   The San Francisco Business Times named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business (April 2003).

Schwab Pomerantz began her career at Schwab at the age of 16 and since then has worked for the company in investment centers in California, Georgia, Maryland and Washington D.C., advising clients and leading new marketing projects. A graduate of the University of California at Berkeley, with a bachelor’s degree in political science, Schwab Pomerantz later earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.

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