Thomas Miller is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”), supporting the ThomasPartners and Windhaven Strategies. He joined ThomasPartners, Inc. (“ThomasPartners”) in 2013 and Windhaven Investment Management, Inc. (“Windhaven”) in 2017, prior to the merger of those firms into CSIA in April of 2018. Prior to ThomasPartners, Tom has served in many roles at The Charles Schwab Corporation, including director of Managed Solutions Consulting Group (a division of Charles Schwab & Co. and a subsidiary of the Corporation), and Portfolio Manager with Charles Schwab Investment Management, Inc. (a registered investment adviser and subsidiary of the Corporation) in San Francisco, overseeing a number of mutual funds and separately managed account strategies, including the Target funds.
Tom earned a B.A. and MBA from Arizona State University and holds the Chartered Financial Analyst® (CFA) designation.