PORTFOLIO STRATEGISTS

Mark Mahoney
Mark Mahoney

Mark Mahoney is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. Mark plays an instrumental role in conveying the strategy and discipline of ThomasPartners and Windhaven across the country. He has over 15 years of experience in the industry. Previously, Mark served in several capacities at MFS Investments in Boston.

Mark earned a degree from Trinity College.

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