The professionals behind Windhaven® Strategies have the years of experience, the extensive education, and the professional credentials needed to navigate the complexities of today’s ever-shifting global marketplace. But most importantly, they have an unwavering dedication to serving clients.
Christian Menegatti is a Senior Vice President at Charles Schwab Investment Management, Inc. (CSIM). He leads the Investment Research and Portfolio Management teams for CSIM's separate account strategies that invest in ETFs and mutual funds.
George Mylnikov is a Vice President for Charles Schwab Investment Management, Inc. (CSIM). He is a Portfolio Manager for CSIM’s multi-asset separately managed account strategies and leads the Quantitative Research Team that supports these strategies.
Jack McManmon is a Senior Portfolio Strategist supporting Schwab Asset Management Solutions. He oversees the investment strategy communication and product development for the Windhaven Strategies.
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.
Anton Dorokhin is a Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is a member of the Windhaven Strategies Portfolio Management Team and the Schwab Managed Portfolios - ETFs Portfolio Management Team. Mr. Dorokhin is responsible for factor and macroeconomic research and the development of tactical allocation signals within the macro research group. He is also responsible for index research and ETF implementation, including analysis on the positioning, exposures, and characteristics of the ETFs in the portfolios.
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