Liz Ann Sonders
Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.
Liz Ann has a range of investment strategy responsibilities, reaching from market and economic analysis to investor education, all focused on individual investors. She analyzes and interprets the economy and markets on behalf of Schwab's entire client base and chairs Schwab's Investment Strategy Council, which provides strategic asset-allocation guidance and tactical sector recommendations for the company's investor base.
The output of Liz Ann's work is via written reports, audio and video recordings, conference calls and webcasts. She's a regular contributor to all of Schwab's client newsletters and is the keynote speaker at many of the company's corporate and client events. She's also a keynote speaker at many outside conferences, including for Barron's, FPA, CFA Institutes, Morningstar and IMCA.
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 at Avatar Associates, an original division of the Zweig/Avatar Group, for 13 years as a Managing Director and Senior Portfolio Manager.
Liz Ann is a regular guest and guest host on many CNBC programs, as well as ABC's Good Morning America, CBS This Morning, PBS NewsHour, Fox Business News, CNN, and Bloomberg TV & Radio. She was a regular panelist and guest host on PBS's Wall $treet Week With Louis Rukeyser. Liz Ann is also regularly quoted in major financial publications including The Wall Street Journal, The New York Times, BloombergBusinessWeek, Financial Times and Associated Press articles.
Since joining Schwab, Liz Ann has been named one of SmartMoney's "Power 30," its list of the most influential people on Wall Street; strategist of the year by Kiplinger's; one of the "25 Most Powerful Women in Finance" by American Banker/USBanker and one of the "50 Top Women in Wealth" by Wealth Manager/AdvisorOne.
In 2005, Liz Ann was appointed to and served on the President's Advisory Panel on Federal Tax Reform, President Bush's bipartisan tax-reform commission. Since 2007 she has served on the national board of directors for the Make-A-Wish Foundation of America. 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. Currently, she sits on the university's Investment Visiting Committee. She received her M.B.A. in finance from Fordham University.
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