Greg Thomas is Senior Vice President at Charles Schwab Investment Advisory, Inc. (“CSIA”), Chief Investment Strategist and a member of the Portfolio Management Team for the ThomasPartners Strategies. Previously, Greg founded ThomasPartners, Inc. in 2001 and served as Partner until the firm’s acquisition by The Charles Schwab Corporation (“Schwab”) in 2012 and subsequent merger with CSIA in April of 2018.
Prior to ThomasPartners, Greg was a Partner at William Blair & Company and the Vice Chairman of Tucker Anthony Sutro. Greg has been in the investment banking, investment advisory, and private equity industries for 40 years.
Greg earned his B.A. from Yale University and a MBA from the University of Chicago.