PORTFOLIO STRATEGISTS

Henry Halboth
Henry Halboth, CFA, CAIA

Henry Halboth is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. Henry joined ThomasPartners, Inc. (“ThomasPartners”) in 2014 and Windhaven Investment Management, Inc. (“Windhaven”) in 2017, prior to those firms merging into CSIA in April 2018. . Prior to joining ThomasPartners, Henry spent years managing private equity real estate and REITS, and most recently consulting institutions on their endowments and foundation.

Henry earned a B.S. in Economics from the University of Illinois and an MBA from the Booth School of Business at the University of Chicago. He holds the Chartered Financial Analyst (CFA) designation, and is a Chartered Alternatives Investment Analyst (CAIA).

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