Liz Ann Sonders

Senior Vice President and Chief Investment Strategist, Charles Schwab & Co., Inc.

Media contact:

MELANIE GARVEY

Expertise:
Economic and Market Insight and Investor Sentiment


As chief investment strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities, reaching from market and economic analysis to investor education and all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab's clients. The output of Sonders' work is written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to Schwab's publications and the keynote speaker at many of the company's corporate and client events. She is also a keynote speaker at many outside conferences, including for Barron's, NYSSA, FPA, CFA Institutes, Morningstar, and IMCA.  

In 1999, Sonders joined U.S. Trust—which was acquired by Schwab in 2000—as a managing director and member of its Investment Policy Committee. Before U.S. Trust, Sonders was a managing director and senior portfolio manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She is a regular guest and guest host on many CNBC programs, as well as on Fox Business News, Nightly Business Report, Bloomberg TV & Radio, CNN, Wall Street Week, PBS NewsHour, Yahoo! Finance, and TheStreet.com. She was a regular panelist and guest host on PBS's original Wall Street Week with Louis Rukeyser. Sonders 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.

Sonders has been named one of SmartMoney's "Power 30," their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger's; one of the "25 Most Powerful Women in Finance" by American Banker/U.S. Banker; and one of the "50 Top Women in Wealth" by Wealth Management/AdvisorOne. Most recently, she was named to the "IA 25" Investment Advisor's list of the 25 most important people in and around the financial advisory profession.

In 2005, Sonders was appointed to and served on the President's Advisory Panel on Federal Tax Reform, President Bush's bipartisan tax reform commission. From 2007 through 2013, Sonders served on the national board of directors for the Make-A-Wish Foundation of America and now serves on its Connecticut Chapter's board. In 2008, Sonders was honored by the Girl Scouts of New York as an "Exceptional Role Model for Young Women."

Sonders received her Bachelor of Arts in economics and political science from the University of Delaware and has served on the university's Investment Visiting Committee since 2000. In 2013, Sonders was inducted into the University's "Alumni Wall of Fame" alongside Vice President Joe Biden and New Jersey Governor Chris Christie. In 2014 she gave the Winter Commencement Address, for which she received an honorary doctorate. She received her Master of Business Administration in finance from Fordham University's Gabelli School of Business.

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