David Koenig

CFA®, FRM®, Vice President, Chief Investment Strategist, Schwab Intelligent Portfolios®, Charles Schwab & Co., Inc.
David Koenig
B.A., University of California, San Diego. Chartered Financial Analyst (CFA) charter holder; Financial Risk Manager (FRM)

As Vice President and Chief Investment Strategist for Schwab Intelligent Portfolios, David is responsible for helping oversee Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium™, 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 in 2015, 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.