Bill McMahon
Chief Investment Officer bei Charles Schwab Investment Advisory, Inc.
Profil
Mr. William P.
McMahon is a Managing Director & Chief Investment Officer at Charles Schwab Investment Advisory, Inc. He is Senior Vice President and a member of the Portfolio Management Team for the ThomasPartners Strategies.
As Chief Investment Officer, he is responsible for investment management, research, and portfolio construction.
He has over 20 years of experience in the financial services industry.
Mr. McMahon co-founded ThomasPartners, Inc. in 2001 with Greg Thomas and served as Partner of the firm until its acquisition by The Charles Schwab Corporation in 2012 and subsequent merger with Charles Schwab Investment Advisory in April 2018.
He begin his career at State Street Corporation and spent the latter half of his time at State Street with State Street Global Advisors in its asset management division.
Prior to ThomasPartners,, he was an Analyst for an advisory firm.
He holds a B.A.
in Economics from Stonehill College, an MBA from Bentley College and holds the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von Bill McMahon
Unternehmen | Position | Beginn |
---|---|---|
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Chief Investment Officer | 01.01.2021 |
Ehemalige bekannte Positionen von Bill McMahon
Unternehmen | Position | Ende |
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ThomasPartners, Inc.
ThomasPartners, Inc. Investment ManagersFinance Founded in 1970, ThomasPartners, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Charles Schwab Corp. ThomasPartners provides portfolio and investment management services to individuals, families, trusts, foundations and other investment advisory firms. | Chief Investment Officer | 01.04.2018 |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | - |
Ausbildung von Bill McMahon
Stonehill College, Inc. | Undergraduate Degree |
Bentley University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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ThomasPartners, Inc.
ThomasPartners, Inc. Investment ManagersFinance Founded in 1970, ThomasPartners, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Charles Schwab Corp. ThomasPartners provides portfolio and investment management services to individuals, families, trusts, foundations and other investment advisory firms. | Finance |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Finance |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Finance |