TRADING AND PERFORMANCE

Alex Mazza
Alex Mazza, CFA, Senior Trader

Alex Mazza is a Senior Trader at Charles Schwab Investment Advisory, Inc. ("CSIA"), and served in a similar role for ThomasPartners, Inc. ("ThomasPartners") and Windhaven Investment Management, Inc. ("Windhaven") prior to those firms merging with CSIA. Previously, Alex has worked at SCS Financial Services, LLC, State Street Corporation, and Investors Bank & Trust where he held a variety of trading, operations and management roles. Alex has been in the financial services industry for over 11 years.

Alex earned a B.S. from the Isenberg School of Management at the University of Massachusetts, Amherst. He is a member of the CFA Institute, the CFA Society Boston, and holds the Chartered Financial Analyst® (CFA) designation.

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