Clair M. is currently serving as the VP, Assistant Branch Manager at Charles Schwab Private Wealth Services, a position held since 2022. Previously, Clair held various roles at Charles Schwab, including Retirement Services Team Manager and Senior Manager. Prior to this, Clair worked at TD Ameritrade as a Financial Consultant Academy/Managed Portfolio Specialist. Academically, Clair is pursuing multiple degrees, including Social Science Research at Brooklyn Technical High School and Bachelor of Arts degrees in Psychology and other fields, both earned with Summa Cum Laude honors from Hunter College and Macaulay Honors College.
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