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Liz Ann Sonders

Photo: Liz Ann Sonders

Liz Ann Sonders is Senior Vice President, Chief Investment Strategist. She has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab's clients. She is also a keynote speaker at many outside conferences, including for Barron's, NYSSA, FPA, CFA Institutes, Morningstar and IMCA. Liz Ann is also a Senior Vice President and member of the Investment Committee at Windhaven Investment Management, Inc., which oversees Windhaven's research initiatives and investment decisions.*

In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She is a regular guest and guest host on many CNBC programs, as well as on Fox Business News, Nightly Business Report, Bloomberg TV & Radio, CNN, Wall Street Week, PBS NewsHour, Yahoo! Finance and TheStreet.com. She was a regular panelist and guest host on PBS's original Wall $treet Week With Louis Rukeyser. Liz Ann is also regularly quoted in financial publications including The Wall Street Journal, the New York Times, Barron's, Financial Times, Market Watch and Associated Press articles.

Liz Ann has been named one of SmartMoney's "Power 30," their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger's; one of the "25 Most Powerful Women in Finance" by American Banker/US Banker; and one of the "50 Top Women in Wealth" by Wealth Manager/AdvisorOne. Most recently, she was named to the "IA 25" by Investment Advisor, their list of the 25 most important people in and around the financial advisory profession.

Liz Ann received a Bachelor of Arts in economics and political science from the University of Delaware, and has served on its Investment Visiting Committee since 2000. In 2013 Liz Ann was inducted onto the University's "Alumni Wall of Fame" alongside Vice President Joe Biden and New Jersey Governor Chris Christie; and gave the Winter Commencement Address in 2014 for which she received an honorary doctorate degree. She received her M.B.A. in finance from Fordham University's Gabelli School of Business.