David Koenig

CFA®, FRM®, Managing Director, Chief Investment Strategist – Multi-Asset Solutions, Charles Schwab Investment Advisory, Inc.
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David Koenig
B.A., University of California, San Diego. Chartered Financial Analyst (CFA) charter holder; Financial Risk Manager (FRM) designation

As Chief Investment Strategist for multi-asset solutions for Schwab Asset Management Solutions, David is responsible for representing multi-asset strategies from Charles Schwab Investment Management, Inc. and Charles Schwab Investment Advisory, Inc. to clients, advisers, institutions, and the media.

Prior to joining Schwab in 2015, David was an investment strategist for Russell Investments, where he worked with consultants, intermediaries, and institutions. He was a member of the research team at Russell Indexes and represented Russell strategies with clients as a frequent speaker at industry conferences and with the media. Previously, he worked for Wells Fargo Funds Management and Franklin Templeton Investments.

Charles Schwab Investment Advisory, Inc. is an affiliate of Charles Schwab & Co., Inc.