CLIENT PORTFOLIO CONSULTING AND SERVICING

Tess Montague
Tess Montague, Client Service Team Manager

Tess Montague is a Client Service Team Manager supporting the ThomasPartners Strategies at Charles Schwab Investment Management, Inc.

Prior to joining the ThomasPartners Strategies, Ms. Montague was at Liberty Mutual Investments and F-Squared Investments.

Ms. Montague earned a Bachelor of Arts in economics from St. Lawrence University.

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