Kasey McCurdy
Chief Portfolio Strategist at Schwab Wealth Advisory
- Role
- Chief Portfolio Strategist at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Chief Portfolio Strategist
Sep 2025 — Present · Denver, CO, US
Education
Brown University
Bachelor's degree, Business/Commerce, General
2007 — 2011
The University of Chicago Booth School of Business
Master of Business Administration - MBA
2019 — 2022
Skills
- Investment Strategies
- Investment Advisory
- Investments
- Financial Markets
- Sales
- Series 63
- Business Development
- Series 7
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Finance
- Securities
- Fixed Income
- Asset Management
- Investment Management
- Financial Services
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