Adolph Ojeda is Director of Specialty Products & Regulatory Relations for Charles Schwab Trust Bank (CSTB). Mr. Ojeda supports the CSTB Collective Investment Trusts, which include the Schwab Managed Retirement Trusts™, Schwab Indexed Retirement Trusts ® and Schwab Institutional Trusts™. Mr. Ojeda is responsible for working closely with the Schwab Asset Management™ portfolio managers and analysts to ensure oversight and monitoring of sub-advisers and fund performance. He also manages the trusts’ activities to comply with applicable regulatory requirements.
Mr. Ojeda has more than 25 years of experience working with retirement plan sponsors in the defined contribution market. Prior to his current position, he managed asset operations for Schwab Retirement Business Services. He also oversaw all securities trading operations for Schwab Retirement Plan Services for 12 years.
Mr. Ojeda earned a Bachelor of Arts in business economics from the University of Texas at Austin. He holds Series 6, 7, 24, and 63 licenses.