CLIENT PORTFOLIO CONSULTING AND SERVICING

David Poole
David Poole, Client Portfolio Manager

David Poole is a Client Portfolio Manager supporting the ThomasPartners Strategies at Charles Schwab Investment Management, Inc.

Mr. Poole has over 19 years of experience in the financial services industry. Prior to joining the ThomasPartners Strategies, he oversaw trading and portfolio management at Pzena Investment Management. He also spent time as an analyst at Smith Barney.

Mr. Poole earned a Master of Business Administration in finance from Fordham University and a Bachelor of Arts in political science from the University of Vermont.

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