Brian Murstein is Managing Director of Operations at Charles Schwab Investment Advisory, Inc. (“CSIA”) and supports the ThomasPartners and Windhaven Strategies. He joined ThomasPartners, Inc. (“ThomasPartners”) in 2002 prior to its acquisition by The Charles Schwab Corporation (“Schwab”) in 2012 and subsequent merger with CSIA in 2018; during his time with ThomasPartners he has watched the Strategies grow tremendously in number of clients and assets under management. Brian has served in various operational and client service roles over the years including trading, performance reporting, managing the trading and operations teams, and for a brief period, served as the Chief Compliance Officer and Treasurer.
Brian earned a B.S. in Finance from Hofstra University, located in Hempstead, NY.