Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.
As Chief Investment Strategist at Charles Schwab, Liz Ann 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. The output of Liz Ann's work is via written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to Schwab's publications and the keynote speaker at many of the company's corporate and client events. 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 at Windhaven Investment Management, Inc. She serves as a member of Windhaven's Portfolio Management Team and is Chair of its Investment Committee where she helps oversee Windhaven's research initiatives and investment decisions.*
Prior to joining Schwab in 2002, Liz Ann was a Managing Director at U.S. Trust (a division of Schwab, 2000-2007) and a 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 which employed a tactical asset allocation investment approach. 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, ABC's Good Morning America, CBS This Morning, and PBS NewsHour. She was a regular panelist and guest host on PBS's Wall $treet Week With Louis Rukeyser. Liz Ann is also regularly quoted in all the major financial publications includingThe Wall Street Journal, The New York Times, Bloomberg BusinessWeek, Financial Times 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.
In 2005, Liz Ann was appointed to and served on the President's Advisory Panel on Federal Tax Reform, President Bush's bi-partisan tax reform commission. From 2007 through 2013 Liz Ann served on the national board of directors for the Make-A-Wish Foundation; and now serves on its CT Chapter's board. In 2008 Liz Ann was honored by the Girl Scouts of New York as an "Exceptional Role Model for Young Women."
Liz Ann received her B.A. 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.
*Schwab and Windhaven are affiliated companies and subsidiaries of The Charles Schwab Corporation.
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