Private Ocean welcomes Michael Townsend, Vice President of Legislative and Regulatory Affairs for Charles Schwab & Co., for a timely and entertaining discussion of how policy and political developments in the nation’s capital are affecting markets and individual investors. Mike helps investors cut through the noise of Washington and figure out what matters most to the markets. You can expect to hear about:
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As Vice President of the Office of Legislative and Regulatory Affairs, Michael T. Townsend is Charles Schwab’s Washington-based political analyst. He speaks regularly at events around the country on how policy and politics affect investors and is the host of Schwab’s newest podcast, “WashingtonWise Investor,” which debuted in September 2019 and is available on your favorite podcast app or at www.schwab.com/washingtonwise.
Townsend brings more than 25 years of Washington experience as he analyzes legislative and regulatory proposals to determine how they would affect individual investors, retirement plan participants and investment advisers. As an advocate for individual investors, he then develops and executes strategies to communicate their interests to lawmakers, the media, employees and clients.
Townsend is a featured speaker at dozens of employee, client, adviser and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets. He also contributes political analysis articles to a variety of company publications, including regular updates to the “Washington Watch” section of Insights & Ideas on Schwab’s public website at www.schwab.com/insights. Mike also shares his thoughts on Twitter: @MikeTownsendCS
About Private Ocean
Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area. The firm has locations in San Rafael, San Francisco, and Seattle.
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