David Puopolo, CFP®
David Puopolo is the Managing Director of Client Portfolio, Relationship Management, and Client Service supporting Schwab Asset Management Solutions. He leads the Client Portfolio Management and Services teams for both the Windhaven and ThomasPartners strategies.
Mr. Puopolo has more than 25 years of financial services industry experience. Over the past 20 years, he has been dedicated to leading and growing the greater Boston area Charles Schwab branch footprint and client base. Mr. Puopolo has opened several new branch offices, bringing the Schwab brand to local communities. He is passionate about financial planning and has been an integral part of rolling out Schwab's client-focused approach to financial planning. As a branch manager, Mr. Puopolo led his teams through significant industry change in helping to create and deliver on Charles Schwab's wealth management offering.
Mr. Puopolo earned a Master of Business Administration from Boston University and a Bachelor of Science from Babson College. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.