As a managing director and the chief investment strategist at Charles Schwab & Co., Inc., Liz Ann Sonders has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. Her analyses and interpretations of the economy and the markets reach Schwab’s clients in written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to Schwab’s publications and is the keynote speaker at many of the firm’s corporate and client events, as well as at outside conferences.
Previously, Ms. Sonders worked at U.S. Trust—which Schwab acquired—as a managing director and a member of its Investment Policy Committee. Before that she was a managing director and a senior portfolio manager at Avatar Associates. She is a regular guest and guest host on CNBC programs and appears on Bloomberg TV and Radio, CNN, Fox Business News, PBS NewsHour, Yahoo! Finance, and TheStreet.com. She was a regular panelist and a guest host on PBS’s original Wall $treet Week with Louis Rukeyser. She is regularly quoted in The Wall Street Journal, the New York Times, Barron’s, the Financial Times, and MarketWatch.com and by the Associated Press.
Ms. Sonders has appeared on SmartMoney’s “power 30” list of the most influential people on Wall Street, Kiplinger’s “best strategist of the year” list, American Banker’s “25 most powerful women in banking” list, and Wealth Manager’s “top 50 women in wealth management” list. Investment Advisor has included her on its “IA 25,” a list of the 25 most important people in and around the financial advisory profession. She was named twice in its first two years to Barron’s “100 Most Influential Women in Finance” list, honoring women’s leadership, influence within their sector, and their capacity to shape their business or the industry in the future.
Ms. Sonders holds a bachelor’s degree in economics and political science and an honorary doctoral degree from the University of Delaware and serves on the school’s Investment Visiting Committee. She also holds a master of business administration degree in finance from Fordham University’s Gabelli School of Business.
