Mike Stack is Vice President at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a Senior Portfolio Manager on the Portfolio Management Team for the ThomasPartners Strategies. He joined ThomasPartners, Inc. (“ThomasPartners”) in 2013, prior to the merger of ThomasPartners with CSIA. Mike has over 25 years’ experience in the financial services industry.
Prior to ThomasPartners, Mike was the Chief Investment Officer and Director of Portfolio Management at Beaumont Financial Partners from 2007 to 2013. Additional previous positions include Managing Director and Senior Portfolio Manager at Babson Capital, co-managing the Babson Large Cap Value product and Senior Vice President and Portfolio Manager, co-managing the "Voyager B" Large Cap Core fund, along with several institutional portfolios totaling $16 billion.
Mike earned a B.S. and a M.S. in Finance from Fairfield University. He holds the Chartered Financial Analyst® (CFA) designation.