Thomas Intoccia joined the Fox School of Business in 2019 as an Assistant Professor in the Department of Finance. An alumnus of Fox, Mr. Intoccia returned to his alma mater to teach the next generation of financial planners, advisors, and future business leaders. He instructs the Capstone Seminar in Financial Planning, Insurance Benefits & Retirement Planning and Financial Management.
In his 29-year financial services career, Mr. Intoccia most recently served as Senior Divisional VP for Charles Schwab and led the Eastern US Division of Schwab Advisor Services since 2013. In his 13-year senior leadership tenure at Schwab, Mr. Intoccia had the unique opportunity to be part of the evolution of the registered investment advisor (RIA) industry as it grew into the $4 trillion industry that it is today. Mr. Intoccia and his team worked with thousands of advisory firms to help them grow, compete, and succeed in a competitive marketplace. His primary responsibility had been to lead a Schwab division of managing directors, relationship managers, business consultants, and technology consultants to develop business strategies that support the RIA community. Before Charles Schwab, Mr. Intoccia has served in roles in investment product distribution and as a financial consultant.
Mr. Intoccia earned an MBA from Regis University and BBA from Temple University. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College of Financial Services and is FINRA Series 24, 7 and 63 licensed (inactive status).