B2DB — Who said what, where, and when

Jim Ferraioli

Head of Crypto, Technical and Commodities Research, Charles Schwab & Co., Inc.

Jim Ferraioli is listed as Head of Crypto, Technical and Commodities Research, Charles Schwab & Co., Inc.. Jim spoke at Schwab IMPACT 2026 in October 2026 (speaker, “Advising on crypto and digital assets with confidence: What every advisor needs to know now”). Jim is scheduled to speak at Digital Assets Forum New York 2026 on 13 November 2026.

Compiled from published conference agendas; not yet confirmed by Jim. Is this you? Claim this profile.

About

Jim manages a team that is responsible for research related to digital assets, technical analysis, commodities and derivatives. Jim is primarily focused on digital asset investing and related client education, market analysis, and reporting. Prior to joining Schwab in 2025, Jim was at Morgan Stanley for more than a decade where he was a mid-cap equity portfolio manager and cryptocurrency strategist. He also worked in roles focused on equity trading and as a financial advisor. Jim holds an M.S. in Computer Science from the Georgia Institute of Technology, an MBA from Fordham University, and a B.A. from Seton Hall University. Additionally, he is a Chartered Market Technician® (CMT).

Upcoming

Digital Assets Forum New York 2026 13 November 2026

Sessions at 1 conference

Schwab IMPACT 2026 27 October 2026 – 29 October 2026