CLIENT PORTFOLIO CONSULTING AND SERVICING

Katie Weigel
Katie Weigel, CFP®, Managing Director

Katie Weigel is Managing Director of Client Portfolio Management, Relationship Management, and Client Service supporting the ThomasPartners Strategies at Charles Schwab Investment Management, Inc.

Ms. Weigel has over 25 years of experience in the financial services industry. Prior to joining the ThomasPartners Strategies, Ms. Weigel was the founder and owner of LongPoint Financial Planning, LLC. Before LongPoint, Ms. Weigel managed the Russell Indexes, responsible for product management and development of these family of indexes.

Ms. Weigel earned a Master of Science in applied economics from the University of Minnesota and a Bachelor of Science in economics from the University of Wisconsin-Eau Claire University. She is a Certified Financial Planner (CFP®).

BACK TO TEAM