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.

Lawrence L. Jules

Lawrence L. Jules

Director, Trading and Trade Support

Lawrence Jules is Director at Charles Schwab Investment Advisory, Inc. (“CSIA”) and Head Trader for the Windhaven Strategies. He is responsible for trade implementation and trade execution strategy. Lawrence joined the Windhaven Strategies with over 11 years of financial services experience from RBC Wealth Management where he worked as a Financial Consultant. Prior to that, he worked as a financial analyst at the Federal Reserve Bank of Boston, a senior trader at Cambridge based hedge fund Rose Advisors LP and CDO analyst at State Street Corporation. Lawrence is also a member of the Boston Security Analyst Society and once interned at the European Commission Economic research division in Brussels, Belgium.

Lawrence earned a B.S. in economics from Boston University and a Master's degree with honors in Business Administration from the University of Brussels. He also holds a Master’s degree from Harvard University and has completed an executive education in Investment Decisions and Behavioral Finance at Harvard University JFK School of Government.

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