PORTFOLIO STRATEGISTS

Brendan Coleman
Brendan Coleman

Brendan Coleman is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. supporting the ThomasPartners and Windhaven Strategies. He joined ThomasPartners, Inc. (“ThomasPartners”) and Windhaven Investment Management, Inc. (“Windhaven”) prior to the merger of those firms with CSIA in April 2018. Brendan has over 10 years of investment management experience. As a Portfolio Strategist he is responsible for supporting Financial Consultants across the country. Previously, Brendan worked in various sales, client service and operations roles for BlackRock, Pioneer Investments and F-Squared Investments.

Brendan earned a B.S. in Economics from the University of Massachusetts, Amherst.

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