RESEARCH

Jim Serhant
Jim Serhant, CFA, Portfolio Manager

Jim Serhant is a Portfolio Manager at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a member of the Portfolio Management Team for the ThomasPartners Strategies. He joined ThomasPartners, Inc. (“ThomasPartners”) in 2016 prior to the merger of that firm with CSIA.

Prior to ThomasPartners, Jim was an Executive Vice President at Hartford Investment Management where he was Head of High Yield and a Senior Portfolio Manager, overseeing the credit research and portfolio management of the firm’s High Yield strategies. Prior to the Hartford, he spent time as a fixed income analyst at Delaware Investments and JP Morgan.

Jim earned a B.A. from Hamilton College and holds the Chartered Financial Analyst® (CFA) designation.

BACK TO TEAM