Liz Ann Sonders
Liz Ann Sonders is Managing Director and Chief Investment Strategist of Charles Schwab & Co., a multinational financial services company. She has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She also analyzes and interprets the economy and markets on behalf of Schwab’s clients. In 1999, Sonders joined the U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and Member of its Investment Policy Committee. Before that, she served as Managing Director and Senior Portfolio Manager at Avatar Associates, an original division of the Zweig/Avatar Group. As one of the leading women on Wall Street, Sonders is among the most frequently quoted commentators on the stock market and a keynote speaker at numerous company and industry conferences.
Liz Ann Sonders Professional Experience / Academic History
Professional Experience
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Managing Director and Chief Investment Strategist
Academic History
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M.B.A., Finance
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B.A., International Relations
CHARLES SCHWAB & CO.
Sonders is a regular contributor to Schwab's publications and the keynote speaker at many of the company’s corporate and client events, as well as a keynote speaker at many outside conferences.
She is responsible for market and economic analysis and investor education for the firm's 34 million accounts.
She is also responsible for U.S. market and economic analysis, and asset allocation recommendations for individual, corporate, and institutional investors.
RECOGNITIONS
SmartMoney Power 30
Forbes 50 Over 50
Kiplinger's Personal Finance Best Market Strategist
Wealth Manager 50 Top Women in Wealth
University of Delaware Alumni Wall of Fame
EARLY CAREER
She started his career as an Assistant Portfolio Manager at Avatar Associates, a money management firm owned by investor and author Martin Zweig.
In 2005, Sonders was appointed to and served on the President’s Advisory Panel on Federal Tax Reform, President Bush’s bi-partisan tax reform commission.
From 2007 through 2013 Sonders served on the national board of directors for the Make-A-Wish Foundation of America.
MEDIA & APPEARANCES
Sonders is a regular guest and guest host on many CNBC programs, as well as on Bloomberg TV & Radio, CNN, Fox Business News, PBS NewsHour, and Yahoo! Finance.
She is also regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, Financial Times, MarketWatch and Associated Press articles.
She appears regularly on CNBC, Bloomberg, CNN, CBS News, Yahoo! Finance and Fox Business News programs.