CFA, FRM, Vice President, Chief Investment Strategist, Schwab Wealth Investment Advisory
David Koenig is chief investment strategist with Schwab Wealth Investment Advisory, the sponsor of Schwab Intelligent Portfolios™. His responsibilities include helping oversee Schwab Intelligent Portfolios and providing research and analysis about automated investment advisory services and how they can help investors with their financial goals. Throughout his career, he has worked extensively with both institutional and retail clients.
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