David A. Koenig

Photo: David A. Koenig

David Koenig is Vice President, Chief Investment Strategist for Schwab Intelligent Portfolios®. In this role, he is responsible for 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.

Prior to joining Schwab, David 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 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. Previously he worked for Wells Fargo Funds Management and Franklin Templeton Investments.

David earned a Bachelor of Arts from the University of California, San Diego, is a Chartered Financial Analyst (CFA®) charterholder and holds a Financial Risk Manager (FRM®) designation.