Boston, MA One International Place Office

Adam Chase is a financial advisor with Charles Schwab in Boston, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes five years at Windhaven Investment Management, Inc., followed by roles at Charles Schwab Investment Advisory Inc. and Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research.

Anthony Cleaver is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has been with various Charles Schwab entities since 2016, including Charles Schwab & Co., Inc. and affiliated banks. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ashley Brown is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and previously worked at Windhaven Investment Management, Inc. from 2012 to 2018 before joining Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary client relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a range of advisory and brokerage services.

David Puopolo is a CFP® with 34 years of industry experience, currently serving at Charles Schwab since 2019 in various roles across the firm's investment advisory and banking divisions. His career at Schwab spans over three decades, including positions at Charles Schwab Bank and Charles Schwab Investment Management. He is based in Boston, MA. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions using multi-asset model portfolios and conducts due diligence on alternative investments through its dedicated research center.

Christian Menegatti is a financial advisor at Charles Schwab in Boston, MA, holding a Series 65 designation with 10 years of industry experience. His career includes roles at Windhaven Investment Management and various entities within Charles Schwab dating back to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Caitlyn Jurczak is a financial advisor with Charles Schwab, holding a Series 65 designation and 17 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2017 and previously worked at Windhaven Investment Management from 2010 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a structured alternative investments program within an integrated operational framework.