CLIENT PORTFOLIO CONSULTING AND SERVICING

Tom Mosel
Tom Mosel, Client Portfolio Manager

Thomas Mosel is a Client Portfolio Manager supporting the ThomasPartners Strategies at Charles Schwab Investment Management, Inc.

Mr. Mosel has over 35 years of experience in the financial services industry. Prior to joining the ThomasPartners Strategies, Mr. Mosel 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, Mr. Mosel was an investment officer with Hirtle Callaghan where he managed a pension plan and worked with individuals with concentrated stock positions. Prior to that, Mr. Mosel was a regional manager at Lord, Abbett & Co.

Mr. Mosel earned a Master of Business Administration from the Wharton School at the University of Pennsylvania and a Bachelor of Arts in English from College of the Holy Cross. He is a Certified Investment Management Analyst® (CIMA), and is a member of the CFA Institute and the Boston Security Analysts Society.

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