CLIENT PORTFOLIO CONSULTING AND SERVICING

David Poole
David Poole, Client Portfolio Manager

David Poole is a Director at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a Client Portfolio Manager for the ThomasPartners Strategies. David has supported the ThomasPartners Strategies since 2008. With over 15 years in the investment management industry, David is responsible for the day-to-day management of client accounts, which includes adhering to the client’s investment objectives, monitoring positions, trading, and responding to client requests.

Previously, David oversaw trading and portfolio management at Pzena Investment Management, and was also an Analyst at Smith Barney.

David received a B.A. in Political Science from the University of Vermont, and an MBA in Finance from Fordham University.

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