David Kastner

CFA®, Managing Director, Senior Investment Strategist, Charles Schwab Investment Advisory
David Kastner
B.A, Economics, University of Kansas. Chartered Financial Analyst (CFA) charter holder

As Managing Director and Senior Investment Strategist at Charles Schwab Investment Advisory, David is responsible for providing economic and market insights and education to Schwab’s financial consultants and clients through public speaking and articles on Schwab.com.

David also has served as the head of the Schwab Center for Financial Research’s Market Analysis Group, as well as the Senior Portfolio Manager and chair of the Investment Committee for Schwab Managed Portfolios™ exchange-traded portfolios (ETFs). In these roles, he has been responsible for market and economic research, tactical asset allocation, ETF selection and investment risk management. 

Prior to joining Schwab in 1997, Kastner worked in banking and futures trading on the Kansas City Board of Trade.  

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