Passive Equity and Multi-Asset Strategies
Omar Aguilar is Chief Executive Officer and Chief Investment Officer of Schwab Asset Management, and President and CEO of Charles Schwab Investment Advisory, responsible for leading, developing, and overseeing the firms’ investment strategies. He is also responsible for the Schwab Center for Financial Research, which provides quality research and education, timely market insights, and practical guidance to help millions of investors make informed financial decisions.
Aguilar has more than 25 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 Asset Management in 2011, Aguilar worked at Financial Engines where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Before 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).
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Charles Schwab Investment Management, Inc., dba Schwab Asset Management, Charles Schwab & Co., Inc, and Charles Schwab Investment Advisory, Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.