Liz Ann Sonders
Liz Ann Sonders is the Managing Director and Chief Investment Strategist at Charles Schwab & Co., a global financial services firm serving millions of individual investors worldwide. In this role, she leads Schwab’s investment strategy efforts, providing market, economic, and portfolio insights designed to help investors navigate changing financial conditions. Her responsibilities span macroeconomic analysis, equity market strategy, and investor education, with a strong focus on translating complex market dynamics into actionable guidance for long-term investors. Before joining Charles Schwab, Sonders held senior leadership roles at U.S. Trust, where she served as Managing Director and a member of the Investment Policy Committee, and at Avatar Associates, a division of the Zweig/Avatar Group, where she was Managing Director and Senior Portfolio Manager. With decades of experience across market cycles, she is widely recognized as one of Wall Street’s most respected investment strategists. Sonders is among the most frequently quoted voices in financial media and is a sought-after keynote speaker at major industry and corporate conferences.
Liz Ann Sonders Professional Experience / Academic History
Professional Experience
-
Managing Director and Chief Investment Strategist
Academic History
-
M.B.A., Finance
-
B.A., International Relations
CHARLES SCHWAB & CO.
At Schwab, Liz Ann Sonders is a regular contributor to the firm’s market publications and research reports and is a keynote speaker at corporate, client, and industry events worldwide.
She is responsible for U.S. market and economic analysis, asset allocation guidance, and investor education across retail, corporate, and institutional clients.
Her work plays a central role in helping investors understand volatility, economic cycles, and long-term portfolio strategy.
EARLY CAREER
Sonders began her investment career as an Assistant Portfolio Manager at Avatar Associates, a money management firm founded by renowned investor Martin Zweig.
In 2005, she was appointed to the President’s Advisory Panel on Federal Tax Reform, serving on President George W. Bush’s bipartisan tax reform commission.
From 2007 to 2013, she also served on the national board of directors of the Make-A-Wish Foundation of America, reflecting her commitment to public service and philanthropy.
RECOGNITIONS & INDUSTRY INFLUENCE
Liz Ann Sonders has been named to Barron’s “100 Most Influential Women in Finance” every year since the list’s inception and has been included in Investment Advisor’s IA 25.
She has also been recognized as Best Market Strategist by Kiplinger’s Personal Finance and named to SmartMoney’s Power 30, Forbes 50 Over 50, and American Banker’s Top 25 Most Powerful Women in Finance.
MEDIA PRESENCE & THOUGHT LEADERSHIP
Sonders is a frequent guest and guest host on CNBC, and regularly appears on Bloomberg TV and Radio, CNN, Fox Business, PBS NewsHour, and Yahoo! Finance.
Her insights are widely quoted in leading financial publications, including The Wall Street Journal, The New York Times, Barron’s, Financial Times, MarketWatch, and the Associated Press.
Through media, research, and public speaking, she remains one of the most influential voices shaping investor understanding of global markets and economic trends.