CLIENT PORTFOLIO CONSULTING AND SERVICING

Matthew Gugliemini
Matthew Gugliemini, CFA, Client Portfolio Manager

Matt Gugliemini is a Client Portfolio Manager at Charles Schwab Investment Advisory, Inc. ("CSIA") and supports the ThomasPartners Strategies. Matt began supporting the ThomasPartners Strategies in 2017 and is responsible for the day-to-day management of client accounts, which includes adhering to the client’s investment objectives, monitoring positions, trading, and responding to client requests.

Previously, Matt was an Investment Manager at Wells Fargo Wealth Management.

Matt earned his B.S. in Business Management with a minor in Accounting at West Chester University of PA and his MBA at Northeastern University.

BACK TO TEAM