Liz Ann Sonders

Liz Ann Sonders is Schwab's chief investment strategist. She joined U.S. Trust, an affiliate of Charles Schwab & Co. Inc., in June 1999 as a managing director and member of its investment policy committees. Currently, Sonders has a range of investment strategy and policy responsibilities reaching from market analysis and tactical asset allocation to economic strategy, focused primarily on the individual investor. She chairs Schwab's Investment Strategy Council, which defines tactical asset allocation guidelines for the firm's investor base. The output of her work is via weekly written reports, audio recordings, conference calls, live and taped webcasts, and articles. She is a regular contributor to all of Schwab's client newsletters and a keynote speaker at many of the firm's corporate and client events. Prior to joining U.S. Trust, Sonders was at Avatar Associates, an original division of the Zweig/Avatar Group, for 13 years, ending her tenure as a managing director and member of the firm's six-person management committee, as well as co-chair of the stock selection committee. She was a regular panelist on Louis Rukeyser's Wall Street on CNBC, having also been on its PBS predecessor, Wall $treet Week With Louis Rukeyser as both a panelist and regular guest host since 1997. She is a regular guest on other CNBC programs, including Kudlow & Company, Closing Bell and Power Lunch, as well as on CBS's The Early Show, CNN, Fox News' Your World With Neil Cavuto, Bloomberg TV and Radio. She is a regular contributor to The Wall Street Journal, Barron's, The New York Times,USA Today, Los Angeles Times, Financial Times, SmartMoney and Business Week. She frequently speaks about the stock market and the economy at money management seminars nationwide and is an annual invitee to Fortune's Most Powerful Women Summit. Sonders is a regular panelist at New York Society of Security Analysts (NYSSA) events. Over the last three years, Sonders has been one of a small group of economists/strategists invited many times to Washington, D.C. to meet with President George Bush, Treasury Secretary John Snow and other cabinet members to advise on the stimulus package, the economy and the stock market. She was also a participant at the 2004 White House Conference on the Economy as a member of President Bush's panel on deficit reduction. In early 2005, Sonders was appointed to the President's Advisory Panel on Federal Tax Reform, which submitted its final report to Treasury Secretary Snow on Nov. 1, 2005. Sonders received her B.A. in economics and political science from the University of Delaware. Currently, she sits on two endowment advisory committees for the university. She received her M.B.A. in finance from Fordham University.

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