PORTFOLIO STRATEGISTS

Adam Chase
Adam Chase

Adam Chase is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. He has over 12 years of financial industry experience. Previously, Adam worked on the Internal Distribution teams for both the Windhaven and ThomasPartners Strategies. Prior to that, Adam worked at Investors Bank & Trust as a Foreign Exchange trader and Wellington Management where he was an Analyst for the FX/Global Bond team.

Adam earned a B.S. in Finance and International Business from Northeastern University.

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