Bill McMahon

Analyst-Equity at

Charles Schwab Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. William P.
McMahon is a Chief Investment Officer of Active Strategies at Charles Schwab Investment Management, Inc. He is responsible for investment management, research, and portfolio construction for Schwab Asset Management’s active strategies and solutions.
He has over 20 years of experience in the financial services industry.
Prior to his current role, Mr. McMahon was an Senior Vice President in Charles Schwab Investment Advisory, Inc. (CSIA), serving as Chief Investment Officer and as a member of the portfolio management team for the ThomasPartners Strategies.
He co-founded ThomasPartners, Inc. in 2001 and served as Partner of the firm until its acquisition by the Charles Schwab Corporation in 2012 and subsequent merger with CSIA in 2018.
Mr. McMahon began his career at State Street Corporation, with the latter half of his tenure with State Street Global Advisors.
He earned a Master of Business Administration from Bentley College (now known as Bentley University) and a Bachelor of Arts in economics from Stonehill College.
He is a CFA charterholder.

Bill McMahon active positions

Companies	Position	Start
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.	Analyst-Equity	01/01/2020

All active positions of Bill McMahon

Former positions of Bill McMahon

Companies	Position	End
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client.	Chief Investment Officer	07/07/2022
ThomasPartners, Inc. ThomasPartners, Inc. Investment ManagersFinance ThomasPartners offers two strategies, a Dividend Growth Strategy (equity-focused) and a Balanced Income Strategy (allocations to equity and fixed income). For the Dividend Growth Strategy, and for the equity portion of the Balanced Income Strategy, The firm generally invests in dividend paying stocks from companies that they believe have the ability to grow their dividends. They primarily invest in companies with a minimum market capitalization of $1 billion. Most of ThomasPartners' investments are in large-cap, U.S.-based stocks, with lesser allocations to mid- and small-cap common stocks, international common stocks (in the form of ADRs and ordinary shares), domestic MLPs and REITs. The firm may also invest in mutual funds and ETFs.	Chief Investment Officer	01/04/2018
State Street Global Advisors State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.	Corporate Officer/Principal	-

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Private companies	6
Charles Schwab Investment Management, Inc. Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk.	Finance
ThomasPartners, Inc. ThomasPartners, Inc. Investment ManagersFinance ThomasPartners offers two strategies, a Dividend Growth Strategy (equity-focused) and a Balanced Income Strategy (allocations to equity and fixed income). For the Dividend Growth Strategy, and for the equity portion of the Balanced Income Strategy, The firm generally invests in dividend paying stocks from companies that they believe have the ability to grow their dividends. They primarily invest in companies with a minimum market capitalization of $1 billion. Most of ThomasPartners' investments are in large-cap, U.S.-based stocks, with lesser allocations to mid- and small-cap common stocks, international common stocks (in the form of ADRs and ordinary shares), domestic MLPs and REITs. The firm may also invest in mutual funds and ETFs.	Finance
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stonehill College, Inc. Stonehill College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Charles Schwab Investment Advisory, Inc. Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client.	Finance
State Street Global Advisors State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.	Finance