David Koenig

Photo: David A. Koenig

David Koenig, CFA® and FRM®, is Vice President and Chief Investment Strategist for Schwab Intelligent Portfolios®. In this role, he is responsible for helping oversee Schwab Intelligent Portfolios, and he provides 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, where he was a member of the research team 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 has been quoted by The Wall Street Journal, USA Today, Bloomberg, and Morningstar. Previously he worked for Wells Fargo Funds Management and Franklin Templeton Investments.

David holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. He earned a bachelor’s degree from the University of California, San Diego.