Gretchen Novak is Director, Equity Research at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a Senior Equity Analyst for the ThomasPartners Strategies. Gretchen joined ThomasPartners, Inc. (“ThomasPartners”) in 2016, prior to the merger of ThomasPartners and CSIA. Gretchen has been in the asset management industry since 1994.
Prior to ThomasPartners, Gretchen was a Senior Portfolio Manager at Mazama Capital Management, Inc., where she oversaw the equity research and portfolio management of the firm’s consumer discretionary and staples sectors. Prior to Mazama Capital, she spent time as an equity analyst at Cramer Rosenthal McGlynn, LLC.
Gretchen received a B.A. from University of Washington and holds the Chartered Financial Analyst® (CFA) designation.