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Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. Liz Ann 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 Liz Ann’s 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, Liz Ann 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, Liz Ann 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. Liz Ann is regularly quoted in The Wall Street Journal, Barron’s, New York Times, USA Today, Financial Times, SmartMoney, Business Week, and Associated Press articles. In 2006, Liz Ann was named one of SmartMoney’s “Power 30,” their list of the most influential people on Wall Street. In 2009, Liz Ann was selected by American Banker as one of the year’s “25 Most Powerful Nonbank Women in Finance.” She was also named best strategist of 2009 by Kiplinger’s. In 2005, Liz Ann 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. Since 2007, Liz Ann has served on the national board of directors for the Make-A-Wish Foundation of America, and chairs both its Investment Committee and Resource, Development & Branding Committee. In 2007, she received the Thomas E. Sinton Humanitarian Award from The Tower of Hope Foundation and is now serving on its advisory board. In 2008 Liz Ann was honored by the Girl Scouts of New York as an “Exceptional Role Model for Young Women.” Liz Ann 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. (1109-10258) |