James Ferrarelli

Vice President, Head of Technology
Charles Schwab Investment Management, Inc. (CSIM)

James Ferrarelli is Vice President of Technology supporting Charles Schwab Investment Management, Inc. (CSIM) and Charles Schwab Investment Advisory, Inc. (CSIA). He is responsible for technology strategy, application design and development, third party product integration, and production management of the technology platform supporting CSIM and CSIA.

Prior to joining Schwab in 2015, Mr. Ferrarelli spent more than four years at J.P. Morgan Asset Management in New York. Most recently, he was the chief business technologist and head of J.P. Morgan Investment Management operations technology. Prior to J.P. Morgan Asset Management, Mr. Ferrarelli spent 11 years at Morgan Stanley Inc. in both London and New York, during which he held a number of senior technology roles.

Mr. Ferrarelli holds a Bachelor of Science in computing information systems from the University of Manchester in the United Kingdom.