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David A. Koenig




Photo: Jason Trennert

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.

Before joining Schwab, Koenig served as an investment strategist for Russell Investments. He was a member of the research team at Russell Indexes and was responsible for providing research and analysis on indexing and exchange-traded funds (ETFs). He was a frequent speaker at industry conferences on topics such as indexing, smart beta, and ETFs. Koenig served as a Russell Indexes and Russell ETFs spokesperson and was quoted in leading publications such as the Wall Street Journal, Bloomberg, USA Today, Morningstar and others. Previous to that he worked for Wells Fargo Funds Management and Franklin Templeton Investments.

Koenig holds a B.A. degree from the University of California, San Diego and has earned the right to use the Chartered Financial Analyst (CFA®) and Financial Risk Manager (FRM®) designations.