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Anthony B. Davidow

Photo: Anthony B. Davidow

Anthony B. Davidow is Vice President, Alternative Beta and Asset Allocation Strategist for the Schwab Center for Financial Research (SCFR). In this role, he is responsible for providing Schwab's point of view on asset allocation and portfolio construction. He also provides research and analysis on alternative beta strategies and how investors can incorporate them in their portfolios. Tony is a member of the firm’s Asset Allocation Council.

Before joining Schwab, Tony was a managing director, portfolio strategist, and head of the ETF Knowledge Center for Guggenheim Investments. Prior to that, he was executive vice president and head of distribution for IndexIQ, and spent 15 years at Morgan Stanley, where he served as managing director, head of sales and training for the Consulting Services Group.

Tony has had many articles and papers published in Schwab and industry publications. He’s a frequent speaker at industry conferences on a range of topics including: Asset Allocation and Portfolio Construction, The Role and use of Alternative Investments, and Building Better Portfolios with Smart Beta Strategies among others. Tony shares Schwab’s point-of-view with media outlets including CNBC, Bloomberg, Fox Business, Barron’s, WSJ and others.

Tony earned a B.B.A. degree in finance and investments from Bernard M. Baruch College, and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultant's Association (IMCA) and the Wharton School of the University of Pennsylvania. Tony was awarded the prestigious Steven l Kessler writing Award in 2017, and Honorary Distinction in 2015, for his original articles. He holds FINRA Series 7, 24, and 63 registrations.