Amos Robinson is a Managing Director and the Head of Sales and Client Engagement supporting Schwab Asset Management Solutions™ (SAMS). He leads distribution and client relations for the Schwab ETFs, Schwab Funds, and Laudus Funds, the Charles Schwab Trust Bank Collective Investment Trusts, and all separate account strategies managed by Schwab Asset Management and Charles Schwab Investment Advisory, Inc., including the ThomasPartners® Strategies, Windhaven® Strategies, and Wasmer Schroeder™ Strategies.
Previously, Mr. Robinson led the Retail Sales, Client Service, and Investment Portfolio Strategy teams supporting SAMS. Before this role, Mr. Robinson was a partner at ThomasPartners, Inc., until the firm’s acquisition in 2012 by The Charles Schwab Corporation. Previously, Mr. Robinson served in several capacities at Smith Barney and at Charles Schwab & Co., Inc.
Mr. Robinson earned a Bachelor of Science in economics from Saint Michael’s College.
The Charles Schwab Trust Bank Collective Investment Trusts are collective investment trusts maintained by Charles Schwab Trust Bank (CSTB) as trustee. The Trusts are not sold by prospectus and are available for investment only by eligible retirement plans and entities. Charles Schwab Investment Management, Inc. (CSIM) is engaged by CSTB to provide non-discretionary advisory services to the CITs. CSTB and CSIM are separate but affiliated companies and subsidiaries of the Charles Schwab Corporation.