OPERATIONS

Rodney White
Rodney White, Senior Specialist

Rodney White is Senior Specialist, Trading Operations at Charles Schwab Investment Advisory, Inc. (“CSIA”), and supports the ThomasPartners and Windhaven Strategies. Rodney is responsible for a variety of client related and operational functions with CSIA. Rodney joined ThomasPartners Strategies in 2014 and has over 12 years of investment management experience. Previously, Rodney worked as an investment analyst with the Corporate Finance Group at John Hancock. Also while at John Hancock he served as a Portfolio Modeling Analyst tasked with creating and maintaining various financial models.

Rodney earned an MBA and a M.S. in Finance from the Carroll School of Management at Boston College.

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