CLIENT PORTFOLIO CONSULTING AND SERVICING

Lia Webb
Lia Webb, Senior Client Service Associate

Lia Webb is a Senior Client Service Associate at Charles Schwab Investment Advisory, Inc. (“CSIA”), supporting the ThomasPartners Strategies. She joined the ThomasPartners Strategies in 2016 and is responsible for supporting the Client Portfolio Managers. Previously, Lia worked as an Investment Management Consultant at FactSet Research Systems and as an Alternative Investments Relationship Manager at Brighton House Associates.

Lia earned a B.S. in Finance from Elon University, with minors in Mathematics and Accounting.

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