Ben Garfield is a Managing Director at Charles Schwab Investment Advisory, Inc. (“CSIA”). Ben serves as a Client Portfolio Manager for the ThomasPartners Strategies and as member of the ThomasPartners Portfolio Management Team. Ben joined ThomasPartners, Inc. (“ThomasPartners”) in 2007 prior to the merger of that firm with CSIA in 2018. He has over 20 years of experience in the investment management industry.
Prior to ThomasPartners, Ben was a Portfolio Manager at State Street Global Advisors, from 1998 to 2003, when his division was acquired by U.S. Trust (U.S.T). From 2003 until 2007, he was a VP and member of a small team responsible for the oversight and management of U.S.T.’s N.E. divisions fixed income assets of $8 billion.
Ben earned a B.A. from Saint Lawrence University and an MBA from the F.W. Olin Graduate School of Business at Babson College. He holds the Chartered Financial Analyst® (CFA) designation.