TRADING AND PERFORMANCE

Brian Locarni
Brian Locarni, Senior Trader

Brian Locarni is a Senior Trader at Charles Schwab Investment Advisory, Inc. (“CSIA”), and is responsible for trading activities on the ThomasPartners and Windhaven Strategies. He joined Windhaven Investment Management, Inc. (“Windhaven”) in 2011 prior to the firm’s merger with CSIA and has over 21 years of trading experience. Prior to joining Windhaven, Brian worked as a buy-side execution trader supporting Palmer & Dodge Advisors, and Moors and Cabot Inc., both in Boston.

Brian earned a B.S. in Economics from Northeastern University.

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