TRADING AND PERFORMANCE

Brian O’Neill
Brian O’Neill, Senior Trader

Brian O’Neill is a Senior Trader at Charles Schwab Investment Advisory, Inc. ("CSIA"), and has been responsible for trading activities on the ThomasPartners Strategies since 2014 and Windhaven Strategies since 2013 prior to both firm’s 2018 merger with CSIA. Brian has over 14 years of trading experience.

Prior to ThomasPartners, Brian was an Asst. Vice-President at Brookwood Financial where he participated in investment offerings, analyzing performance matrix models for the firm’s Private Equity Strategies. Prior to Brookwood, he spent time as a Senior Sales-Trader at Saratoga Capital (formerly Seacoast Partners), responsible for all aspects of execution and trade settlement across numerous asset classes.

Brian earned dual-degrees in Economics and Organizational Behavioral Management from Brown University. At Brown, Brian was Division I Varsity Hockey Member.

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