STRATEGY AND RISK OVERSIGHT

Bill Swerbenski
Bill Swerbenski, Vice President

Bill Swerbenski is Vice President of Business Planning and Strategy 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. He has 25 years of industry experience in financial services, investment management, and technology development. Prior to ThomasPartners and Windhaven, Bill spent eight years at the Schwab Center for Financial Research where he managed Schwab’s asset allocation models and played an important role in the implementation of financial planning and performance analytics tools. He also helped with the firm’s initial foray into ETF research, and worked as a consultant on Schwab’s integration of U.S. Trust. Prior to joining Schwab, Bill developed and marketed his own Monte Carlo based financial modeling software and spent six years with Champion Securities LLC, a firm that provided equity-linked structured derivative products to RIAs.

Bill earned a B.S. in Business Administration from the University of Colorado at Boulder, an MBA from Santa Clara University, and holds the Chartered Financial Analyst® designation.

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