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, as well as a keynote speaker at many outside conferences.
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.
Liz Ann received her BA in economics and political science from the University of Delaware, and has served on its Investment Visiting Committee since 2000. She received her MBA in finance from Fordham University's Gabelli School of Business.