Bill McMahon, CFA

Senior Vice President, Chief Investment Officer of Active Equity Strategies
Charles Schwab Investment Management Inc.

Bill McMahon is a Senior Vice President and Chief Investment Officer of Active Equity Strategies for CSIM. He is responsible for investment management, research, and portfolio construction for CSIM’s active equity strategies and solutions.  

Mr. McMahon has more than 20 years of experience in the financial services industry. Prior to his current role, Mr. McMahon was an SVP in Charles Schwab Investment Advisory, Inc. (CSIA), serving as CIO and as a member of the portfolio management team for the ThomasPartners Strategies. Mr. 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. Mr. McMahon began his career at State Street Corporation, with the latter half of his tenure with State Street Global Advisors. 

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

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Leadership Insights

Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.