Lawrence Jules is a Director on the Trading & Trade Support Team for Charles Schwab Investment Management, Inc. (CSIM). He is Head Trader for the Windhaven Strategies and is responsible for trade implementation and trade execution strategy.
Previously, Mr. Jules was a financial consultant at RBC Wealth Management. Prior to that role, 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 a collateralized debt obligation analyst at State Street Corporation. Mr. Jules also spent time at the European Commission Economic research division in Brussels, Belgium earlier in his career.
Mr. Jules earned a Master of Business Administration from the University of Brussels, a Master's in government from Harvard University, and a Bachelor of Science in economics from Boston University. He also completed an executive education program in Investment Decisions and Behavioral Finance at the Harvard University JFK School of Government. Mr. Jules is a member of the Boston Security Analyst Society.