 |
 |
Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She chairs Schwab's Investment Strategy Council, which provides strategic asset allocation guidance and tactical sector recommendations for the firm's investor base. The output of Sonders' work is via written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to all of Schwab's client newsletters and the keynote speaker at many of the company's corporate and client events in the United States and overseas. She is also a keynote speaker at many outside conferences, including for NYSSA, CFA Institutes and IMCA. Prior to joining Schwab in 2002, Sonders was a Managing Director at U.S. Trust (a division of Schwab, 2000-2007) and a member of its Investment Policy Committee. Before U.S. Trust, Sonders was at Avatar Associates, an original division of the Zweig/Avatar Group for 13 years, ending her tenure as a Managing Director and Senior Portfolio Manager. She is a regular guest on many CNBC programs, as well as on ABC's Good Morning America and World News Tonight, CBS's The Evening News and The Early Show, PBS's Lehrer News Hour and Nightly Business Report, Fox Business News, CNN, and Bloomberg TV & Radio. She was a regular panelist and guest host on PBS's Wall $treet Week With Louis Rukeyser. Sonders is regularly quoted in The Wall Street Journal, Barron's, The New York Times, USA Today, Financial Times, SmartMoney, Business Week, and Associated Press articles. In 2004, Sonders was one of Crane's "40 Under 40," their list of New York City's "rising stars." In 2006, Sonders was named one of SmartMoney's "Power 30," its list of the most influential people on Wall Street, alongside Warren Buffett, Hank Paulson and Ben Bernanke. In 2009, Sonders was selected as one of the year's "25 Most Powerful Nonbank Women in Finance." In 2005, Sonders was appointed to and served on the President's Advisory Panel on Federal Tax Reform, a bipartisan commission that made its formal recommendations on an overhaul of the U.S. tax system at the end of 2005. In 2007, Sonders was named to the national board of directors for the Make-A-Wish Foundation of America, currently chairing its Investment and Resource, Development & Branding Committees. She received the 2007 Thomas E. Sinton Humanitarian Award from The Tower of Hope Foundation and is now serving on its advisory board. In 2008, Sonders was honored by the Girl Scouts of New York as an "Exceptional Role Model for Young Women." Sonders received her B.A. in economics and political science from the University of Delaware. Currently, she sits on two endowment advisory committees for the university. She received her M.B.A. in finance from Fordham University. (1009-10472) |