CLIENT PORTFOLIO MANAGEMENT AND SERVICING

Michal Bartkiewicz, CFP, CWS
Michal Bartkiewicz, CFP, CWS, Director

Michal Bartkiewicz is a Director of Client Portfolio Management & Services supporting the ThomasPartners Strategies at Charles Schwab Investment Management, Inc.

Mr. Bartkiewicz has over 20 years of experience in the financial services industry. Prior to joining the ThomasPartners Strategies, Mr. Bartkiewicz was a senior private client advisor with Schwab Private Client Investment Advisory, Inc. (SPCIA), an affiliate of ThomasPartners and subsidiary of the Charles Schwab Corporation. Responsible for managing portfolios and financial planning for affluent clients, he also served as a mentor for many of his upcoming cohorts.

Mr. Bartkiewicz earned a Master of Business Administration in finance and accounting from Regis University and a Bachelor of Arts in business administration from the University of Montana. He is a Certified Financial Planner (CFP®), Certified Wealth Strategist (CWS®) and Accredited Asset Management Specialist (AAMS®).

BACK TO TEAM