Watch v. to guard, tend or oversee, especially for protection or safekeeping.

n. The officers and crew who attend to the working of a ship for an allotted period of time.

Katie Birmingham Weigel

Katie Birmingham Weigel, CFP®

Managing Director, Relationship Management and Client Service

Katie Birmingham Weigel is Managing Director of Relationship Management and Client Service at Windhaven Investment Management, Inc. Katie has over 15 years of experience in the investment management industry. Prior to joining Schwab, Katie was the Founder and Owner of LongPoint Financial Planning, LLC. Before LongPoint, Katie managed the Russell Indexes.

In addition to her role at Windhaven, Katie is Managing Director, Portfolio Consultant at ThomasPartners, Inc., also a wholly owned subsidiary of Schwab. As Portfolio Consultant at ThomasPartners, Katie provides clients with investment management services and implements ThomasPartners’ investment strategy recommendations in accordance with their investment objectives.

Katie received a Economics from the University of Wisconsin-Eau Claire, and a M.S. in Applied Economics and Statistics from the University of Minnesota. Additionally, Katie is a Certified Financial Planner (CFP®).

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