Member Lunch Meeting: Digital Investing - Intelligent Portfolios
Tim Bickley, CFP® is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. ("CSIA"), supporting Schwab Intelligent Portfolios, ThomasPartners, and Windhaven Strategies. Prior to CSIA, Tim served as an Investment Consultant and Sr. Manager for Schwab's Investor Development Team. He's been with the firm since 2013.