Tobin McDaniel, Robo Advisory and the Future of Wealth Creation
Tobin McDaniel, Robo Advisory and the Future of Wealth Creation

Tobin McDaniel, Robo Advisory and the Future of Wealth Creation

Deborah Nzolani

36 min174 plays
Business & Finance
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Description

<p>Tobin McDaniel is the Head of Invest at SoFi, a FinTech company at the forefront of helping members get their money right. The Invest business includes a wide selection of investing capabilities, including Robo advice, ETFs, crypto, IPOs, and brokerage. Prior to joining SoFi, Tobin held a variety of roles at Charles Schwab, including leading Digital Advice, launching Schwab’s innovation labs, and serving as Chief of Staff to the company’s chairman Chuck Schwab. His other experiences include time as a strategy consultant with McKinsey &amp; Company and starting his career as a chemical engineer. He has a BS in chemical engineering from Carnegie Mellon and an MBA from the University of Pennsylvania’s Wharton School.&nbsp;</p> <p><br></p>

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