Kelly Johnson is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. Kelly has over 27 years of experience in the financial services industry. He has experience in institutional investor relations, client portfolio management, and financial advice and planning.
Previously, Kelly came from Charles Schwab and Co., Inc. where he provided financial advice and planning as a V.P., Financial Consultant on the Executive Services team. Prior to Schwab, Kelly served in several capacities at different firms in the industry, including 13 years at PIMCO as a Senior Vice President.
Kelly earned a B.A. in Accounting from Strayer University and an MBA from the Tuck School of Business at Dartmouth. He also holds the Chartered Financial Analyst (CFA) and Charted Alternative Investment Analyst (CAIA) designations.