CLIENT PORTFOLIO CONSULTING AND SERVICING

Tom Mosel
Tom Mosel, Client Portfolio Manager

Tom Mosel is a Director at Charles Schwab Investment Advisory, Inc. (“CSIA”) and a Client Portfolio Manager for the ThomasPartners Strategies. He has over 30 years of investment industry experience. Prior to joining ThomasPartners, Tom was a Managing Director at Aquidneck Capital. His experience also includes Citigroup Asset Management, where he was an Investment Director and Director of the Eastern Division. Previously, Tom was an Investment Officer with Hirtle Callaghan where he managed a pension plan and worked with individuals with concentrated stock positions. Prior to that, he was Regional Manager at the investment management firm Lord, Abbett & Co.

Tom earned a B.A. in English from College of the Holy Cross and an MBA from the Wharton School at the University of Pennsylvania. He is a Certified Investment Management Analyst (CIMA) and a member of the CFA Institute, and Boston Security Analysts Society.

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