Charles Schwab’s Managing Director and Chief Investment Strategist is Liz Ann Sonders. She is responsible for a variety of investment strategy tasks, ranging from market and economic analysis to investor education, all of which are geared toward the individual client.
Liz Ann is a frequent guest on CNBC, Bloomberg, CNN, CBS News, Yahoo! Finance, and Fox Business News programs, and she has been a keynote speaker at numerous company and industry conferences.
She has appeared on CNBC, Bloomberg, CNN, CBS News, Yahoo! Finance, and Fox Business News, and has been quoted in financial journals such as The Wall Street Journal, The New York Times, Barron’s, and the Financial Times.
Liz Ann has been designated one of SmartMoney magazine’s “Power 30” and Kiplinger’s Personal Finance’s “Best Market Strategist.”
For the third year in a row, Barron’s selected her to its “100 Most Influential Women in Finance” list, and Investment Advisor recognised her to its “IA 25,” a ranking of the 25 most influential persons in and around the financial advice industry.
Liz Ann became a managing director and member of the Investment Policy Committee of U.S. Trust, which was bought by Schwab in 2000. Liz Ann previously worked at Avatar Associates, an early part of the Zweig/Avatar Group, as a managing director and senior portfolio manager.
Sonders became a managing director and member of the Investment Policy Committee at U.S. Trust, which was bought by Schwab in 2000. Prior to joining U.S. Trust, Sonders worked at Avatar Associates (1986-1999), an original part of the Zweig/Avatar Group, as a managing director and senior portfolio manager.
She appears on a variety of CNBC shows, as well as Bloomberg TV and Radio, CNN, Fox Business News, PBS NewsHour, and Yahoo! Finance. On PBS’s inaugural Wall $treet Week With Louis Rukeyser, she was a regular panellist and guest host.
She is also frequently quoted in pieces in financial journals such as The Wall Street Journal, The New York Times, Barron’s, Financial Times, MarketWatch, and the Associated Press.
She was recently named to Barron’s Magazine’s inaugural “100 Most Influential Women in Finance” list, which recognises women’s leadership, impact within their field, and ability to shape their firm or industry in the future.
Sonders graduated from the University of Delaware with a B.A. in economics and political science and has been a member of the Investment Visiting Committee since 2000.
Sonders was inducted into the University’s “Alumni Wall of Fame” in 2013 and got an honorary doctorate degree for her Winter Commencement Address in 2014. Fordham University’s Gabelli School of Business awarded her an M.B.A. in finance.