CLIENT PORTFOLIO CONSULTING AND SERVICING

Tess Montague
Tess Montague, Senior Client Service Associate

Tess Montague is a Senior Client Service Associate at Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners Strategies. She joined the ThomasPartners Strategies in 2017 and is responsible for supporting the Client Portfolio Managers. Tess has over 4 years’ experience in the investment management industry. Previously, Tess worked at Liberty Mutual Investments and F-Squared Investments.

Tess earned a B.A. in Economics from St. Lawrence University.

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