CLIENT PORTFOLIO CONSULTING AND SERVICING

Matthew Gugliemini
Matthew Gugliemini, CFA, Director Client Portfolio Manager

Matthew Gugliemini is a Director Client Portfolio Manager supporting the ThomasPartners Strategies at Charles Schwab Investment Management, Inc.

Prior to joining the ThomasPartners Strategies, Mr. Gugliemini was an investment manager at Wells Fargo Wealth Management.

Mr. Gugliemini earned a Master of Business Administration from Northeastern University and a Bachelor of Science in business management with a minor in accounting from West Chester University of Pennsylvania. He is a CFA charterholder®.

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