TRADING AND PERFORMANCE

Denise Kampf
Denise Kampf, Vice President

Denise Kampf is Vice President of Trading & Operations at Charles Schwab Investment Advisory, Inc. (“CSIA”). She oversees trading and operations, ensures compliance with all legal, regulatory and company requirements, and seeks to minimize risk through the development of processes and procedures for the fair and equitable treatment of all client accounts. Denise plays a key role in the firm’s governance and has over 15 years of investment management experience. Denise served in similar roles for Windhaven Investment Management, Inc. (“Windhaven”) and ThomasPartners, Inc. (“ThomasPartners”), prior to the merger of those firms into CSIA in April of 2018.

She joined Windhaven from JP Morgan Securities where she was an Associate in the Global Hedge Fund and Investment Grade Capital Markets Groups. She has also held several operations positions for the FMC Corporation, an international diversified chemical company with leading positions in agricultural, industrial and consumer markets.

Denise earned a B.S. in Mechanical Engineering from Pennsylvania State University and an MBA from the Johnson Graduate School of Management at Cornell University.

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