Omar Aguilar

Managing Director and Chief Investment Officer, Head of Investments

Media contact:

CHRISTINE HUDACKO

Expertise:
Passive Equity and Multi-Asset Strategies


Omar Aguilar is a Managing Director and Chief Investment Officer of all investment strategies for Schwab Asset Management. He is responsible for leading, developing, and overseeing the firm’s investment strategies across equity, fixed income, and multi-asset for Schwab mutual funds, ETFs, and separately managed account strategies, as well as the Charles Schwab Trust Bank collective investment trusts.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies. Prior to joining Schwab in April 2011, Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Prior to that, he served as head of quantitative equity for ING Investment Management (now known as Voya Investment Management), building and developing the group and managing more than $20 billion in assets with 15 global active, index, and enhanced index strategies for pension funds, variable annuities, and mutual funds. Aguilar also served as head of quantitative research for Lehman Brothers’ alternative investment management business and as a director of quantitative research and a portfolio manager with both Merrill Lynch Investment Management and Bankers Trust.

Aguilar was a Fulbright Scholar at Duke University’s Institute of Statistics and Decisions Sciences where he earned a Master of Science and a doctorate. He also earned a Bachelor of Science in actuarial sciences and a graduate degree in applied statistics from the Mexico Autonomous Institute of Technology (ITAM).

 


Disclosure:
Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. Schwab Asset Management is a part of the broader Schwab Asset Management Solutions™ organization (SAMS), a collection of business units of The Charles Schwab Corporation aligned by a common function—asset management-related services—under common leadership.

0621-1GZE