Bill McMahon

Senior Vice President and Chief Investment Officer, Active Equity Strategies

Media contact:

Erin Montgomery

Expertise:
Active Equity Strategies


Bill McMahon is responsible for investment management, research, and portfolio construction for Charles Schwab Investment Management, Inc.’s (CSIM) active equity strategies and solutions.

McMahon has more than 20 years of experience in the financial services industry. Prior to his current role, he was a senior vice president in Charles Schwab Investment Advisory, Inc. (CSIA), serving as Chief Information Officer and as a member of the portfolio management team for the ThomasPartners Strategies. McMahon co-founded ThomasPartners, Inc. (ThomasPartners) in 2001 and served as partner of the firm until its acquisition by the Charles Schwab Corporation in 2012 and subsequent merger with CSIA in 2018. McMahon began his career at State Street Corporation, with the latter half of his tenure with State Street Global Advisors.

McMahon earned a Master of Business Administration degree from Bentley College (now known as Bentley University) and a Bachelor of Arts degree in economics from Stonehill College. He is a CFA® charterholder.

 

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