Mr. Folts is a member of the investment committee. Previously, he served with Steve Cucchiaro for over 11 years on the investment committees at both Windward and Windhaven Investment Management, Inc. Most recently, he was the Chief Investment Strategist at Windhaven Investment Management. After the acquisition of Windward by Charles Schwab, he was responsible for the distribution of Windhaven’s investment solutions throughout the entire Charles Schwab nati... (login for more professional bio)