![Christopher Dodds](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Christopher Dodds
Director/Board Member at
CHARLES SCHWAB
Net worth: 40 M $ as of 2026-05-30
Profile
Christopher Vincent Dodds is the founder of Crown Oak Advisors LLC, founded in 2020, where the title held is Managing Member.
Current jobs include Independent Director at The Charles Schwab Corp.
since 2014, Director at Charles Schwab Bank SSB since 2007, Independent Director at Conifer Financial Services LLC, and Operating Partner at Cynosure Group since 2018.
Former jobs include Independent Director at Virtu ITG Holdings LLC from 2008 to 2015, Director at World Market LLC from 2006 to 2009, Director at Baron Capital, Inc., Director at US Trust Corp., Director at The TCW Group, Inc., Director at Coinbase Global, Inc., Treasurer at Exxon Corp., Board Member at Avalon Advisors LLC, Officer at American Hawaii Cruises, Inc., Treasurer at Gulf Oil LP, Senior Vice President-Sales at Expesite LLC, and Senior Advisor at The Carlyle Group LP (Corporate Private Equity) from 2007 to 2018.
Education includes an MBA from the University of Pittsburgh in 1983 and an undergraduate degree from Clemson University in 1982.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CHARLES SCHWAB CORP 0.03% | 2026-05-25 | 456,323 ( 0.03% ) | 40 M $ | 2026-05-30 |
Christopher Dodds active positions
| Companies | Position | Start |
|---|---|---|
| CHARLES SCHWAB | Director/Board Member | 2013-12-31 |
Cynosure Group /Private Equity/
 Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group invests in companies located in North America. The firm focuses on financial services, consumer services, and business / industrial service sectors. It participates in buyout and late-stage transactions with an investment size of USD 25 - 75 million. It takes control and minority interest in companies. | Private Equity Investor | - |
Crown Oak Advisors LLC
 Crown Oak Advisors LLC Investment ManagersFinance Provides investment advice | Founder | 2020-04-29 |
Conifer Financial Services LLC
 Conifer Financial Services LLC Investment ManagersFinance Provides investment services | Director/Board Member | - |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Operates as a state chartered commercial bank | Director/Board Member | 2006-12-31 |
Former positions of Christopher Dodds
| Companies | Position | End |
|---|---|---|
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group focuses on companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for buyouts and growth stage capital requirements.[[ [[Carlyle Group reorganized its operating segments on January 8, 2021, by combining Corporate Private Equity and Real Assets into a single segment called - The Carlyle Group (Global Private Equity). | Consultant / Advisor | 2018-10-30 |
| INVESTMENT TECHNOLOGY GROUP | Director/Board Member | 2015-12-30 |
US Trust Corp.
 US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions | Director/Board Member | 2011-04-11 |
| COST PLUS, INC. | Director/Board Member | 2009-05-13 |
| ░░░░ ░░░ ░░ | ░░░░░░░░░ | - |
Training of Christopher Dodds
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
83
1st degree connections
19
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 19 |
|---|---|
Exxon Corp.
 Exxon Corp. Oil Refining/MarketingEnergy Minerals Operates petroleum refineries | Energy Minerals |
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
Virtu ITG Holdings LLC
 Virtu ITG Holdings LLC Information Technology ServicesTechnology Services Operates as an investment holding company that provides financial technology services | Technology Services |
World Market LLC
 World Market LLC Specialty StoresRetail Trade Retails casual home furnishings and entertaining products through online | Retail Trade |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
The Carlyle Group LP (Corporate Private Equity)
The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group focuses on companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for buyouts and growth stage capital requirements.[[ [[Carlyle Group reorganized its operating segments on January 8, 2021, by combining Corporate Private Equity and Real Assets into a single segment called - The Carlyle Group (Global Private Equity). | Finance |
Baron Capital, Inc.
 Baron Capital, Inc. Financial ConglomeratesFinance Provides fund managment services | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Hawaii Cruises, Inc.
 American Hawaii Cruises, Inc. Hotels/Resorts/Cruise linesConsumer Services Operates ocean cruise ships | Consumer Services |
Clemson University
 Clemson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gulf Oil LP
 Gulf Oil LP Specialty StoresRetail Trade Operates gasoline stations | Retail Trade |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Operates as a state chartered commercial bank | Finance |
US Trust Corp.
US Trust Corp. Regional BanksFinance Provides integrated wealth management solutions | Finance |
Expesite LLC
 Expesite LLC Packaged SoftwareTechnology Services Provides project management software solutions | Technology Services |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Finance |
Conifer Financial Services LLC
Conifer Financial Services LLC Investment ManagersFinance Provides investment services | Finance |
Cynosure Group /Private Equity/
Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group invests in companies located in North America. The firm focuses on financial services, consumer services, and business / industrial service sectors. It participates in buyout and late-stage transactions with an investment size of USD 25 - 75 million. It takes control and minority interest in companies. | Finance |
Coinbase Global, Inc.
 Coinbase Global, Inc. Investment Banks/BrokersFinance Operates as an online platform for buying, selling, transferring, and storing crypto currency | Finance |
Crown Oak Advisors LLC
Crown Oak Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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