PORTFOLIO STRATEGISTS

Michael A. Morin
Michael A. Morin, AAMS®, Director Client Portfolio Manager

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

Mr. Morin has over 20 years of experience in the financial services industry. Prior to joining the ThomasPartners Strategies, Mr. Morin spent several years a Portfolio Strategist covering several global and domestic investment strategies for Charles Schwab Investment Advisory, Inc.for the northeast territory. Previously, Mr. Morin was an investment professional for Windhaven Investment Management and a senior field marketing manager for Charles Schwab Advisor Services covering the eastern division. Before joining Charles Schwab and Co., Inc., Mr. Morin held the position of assistant vice president of channel marketing at Columbia Threadneedle Asset Management. He began his financial services career at Eaton Vance Investment Management as an internal wholesaler.

Mr. Morin earned a Bachelor of Arts in English literature from the University of New Hampshire. He holds the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning.

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