Katie Birmingham Weigel is Managing Director of Client Portfolio, Relationship Management and Client Service at Charles Schwab Investment Advisory, Inc. (“CSIA”), leading the Client Portfolio and Relationship Management teams, as well as the Client Service team for both the Windhaven and ThomasPartners Strategies.
Previously, Katie was the Founder and Owner of LongPoint Financial Planning, LLC. Before LongPoint, Katie managed the Russell Indexes. Katie has over 20 years of experience in the investment management industry.
Katie received a B.A. in Economics from the University of Wisconsin-Eau Claire, and a M.S. in Applied Economics and Statistics from the University of Minnesota. Additionally, Katie is a Certified Financial Planner (CFP®).