Tim Kohn is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. He has over 18 years of experience in the financial services industry. Previously, Tim came from the Charles Schwab and Co., Inc. While at Charles Schwab, he served as a Private Client Portfolio Consultant and then went on to manage a team of Portfolio Consultants who oversaw in excess of $1 billion in invested assets.
Tim earned B.A.s in Political Science and International Studies at Iowa State University and secured his MBA in Finance from the University of Denver (Daniels College of Business.) He is a Chartered Financial Analyst (CFA®) charter holder and has received his Certified Financial Planner (CFP®) designation.