CIMA®, Vice President, Alternative Beta and Asset Allocation Strategist
Anthony Davidow is responsible for providing Schwab's point of view on asset allocation and portfolio construction. He is also responsible for providing research and analysis on alternative beta strategies and how investors can incorporate them in their portfolios. Davidow is also a member of the firm's Asset Allocation Council.
Before joining Schwab, Davidow was a managing director, portfolio strategist, and head of the ETF Knowledge Center for Guggenheim Investments. Before joining Guggenheim, Davidow was executive vice president and head of distribution for IndexIQ. Previously, he spent 15 years at Morgan Stanley, where he served as managing director and head of sales and training for the Consulting Services Group. While at Morgan Stanley, he worked with many of the firm's largest clients in developing and implementing asset allocation strategies, incorporating active and passive strategies, and using alternative investments as risk management tools.
Davidow has authored several white papers and strategy pieces, and spoken at industry conferences on a range of topics, including: "The Merits of Core-Satellite Investing," "Asset Allocation and Manager Selection: Adaptive Allocation," "Alpha-Beta Separation," "Democratizing Alternative Investments," "The Role and Use of Alternative Investments," "Currency as an Asset Class," "An Evolutionary Approach to Portfolio Construction," and "Strategic Beta Strategies," among others.
Davidow holds 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.
He served on the board of directors for IMCA from 2009 to 2014. He holds FINRA Series 7, 24, and 63 registrations.
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