STRATEGY AND RISK OVERSIGHT

Tom Dorsky
Tom Dorsky, CFA, VICE PRESIDENT

Tom Dorsky is Vice President at Charles Schwab Investment Advisory, Inc. (“CSIA”). Tom is responsible for the firm’s risk management program and has been in the financial services industry for over 20 years. Previously, Tom has worked at Brown Brothers Harriman, Wellington Management, Lipper, and Thomson Reuters where he held a variety of leadership and management roles.

Tom earned his bachelor's degree in finance from Bentley University and holds the Chartered Financial Analyst (CFA) designation.

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