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 Weigel

Katie Weigel, CFP®

Managing Director, Institutional Services, Relationship Management and Client Service

Katie Weigel is Managing Director of Institutional Services, 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 ThomasPartner’s investment strategy recommendations in accordance with their investment objectives.

Katie received a B.A.in 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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