Peter Bobick, CFP®

Director, Portfolio Strategist
Charles Schwab & Co., Inc.

Peter Bobick is a Portfolio Strategist on the Institutional Business Development and Client Engagement Team supporting Schwab Asset Management™. Mr. Bobick serves as a primary relationship manager for current clients and supports the business development initiative by lending expertise during the sales process. He also assists with onboarding and transitioning new and current business. Additionally, Mr. Bobick works closely with the Multi- Asset Strategies, Portfolio Management, and Investment Oversight teams to deliver timely updates on the investment process and performance to key institutional investors. 

Prior to his current position, Mr. Bobick served as a senior consultant in the Schwab retirement investment services group. He managed many key client relationships with combined retirement assets in excess of $10 billion. Before joining Schwab in 2004, Mr. Bobick was a registered investment adviser with a large independent broker-dealer, specializing in the institutional and high net worth markets.

Mr. Bobick earned a Bachelor of Science in business administration from Miami University (Oxford, Ohio) and is a Certified Financial Planner™ practitioner. He holds Series 7, 63, and 65 licenses.