PORTFOLIO STRATEGISTS

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

Michael Morin is a Director at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a Client Portfolio Manager for the ThomasPartners Strategies. He has over 17 years of experience in the financial services and investment management industries. Previously, Michael spent several years at Charles Schwab Advisor Services, where he was a Senior Field Marketing Manager covering the Eastern Division. Before joining Charles Schwab and Co., Michael held the position of Assistant Vice President of Channel Marketing at Columbia Management. He began his financial services career at Eaton Vance Investment Management as an Internal Wholesaler. While at Eaton Vance he was responsible for marketing investment vehicles including mutual funds, charitable trusts, closed-end funds and exchange funds.

Michael earned a B.A. in English Literature from the University of New Hampshire and has received the Accredited Asset Management Specialist (AAMS®) designation.

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