Bryan Olson, CFA
Bryan Olson is a Senior Vice President and Chief Operating Officer for CSIM. He is the Head of Investment Analytics, Trading, Operations, and Data and leads the Investment Risk and Acquisitions and Integration teams for the organization. Mr. Olson also serves as a member of the Windhaven Strategies Portfolio Management Team.
Prior to his current position, Mr. Olson served as Chief Operating Officer for Charles Schwab Investment Advisory, Inc. (CSIA) after the merger with Windhaven Investment Management, Inc. (Windhaven) and ThomasPartners, Inc. (ThomasPartners) in 2018. Prior to that he served in similar roles for Windhaven and ThomasPartners. Before his roles with Windhaven and ThomasPartners, Mr. Olson was a senior vice president and head of the portfolio consulting group for Charles Schwab & Co. Inc. (CS&Co), leading over 400 financial professionals responsible for providing asset allocation and investment guidance to clients in Schwab Private Client. Mr. Olson also led teams in the Schwab Center for Financial Research that conducted asset allocation and investment management research, and he served on CS&Co’s Investment Strategy Council and Advice Policy Committee.
Mr. Olson earned a Bachelor of Science in finance from Weber State University and served six years in the U.S. Naval Reserve. He is a CFA® charterholder.