Omar Aguilar
Omar Aguilar is the CEO and Chief Investment Officer of Schwab Asset Management, responsible for leading, developing, and overseeing the firm's 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 over 25 years of investment management experience in the equity markets, including managing index, quantitative equity, asset allocation and multi-manager strategies. Prior to joining Schwab in 2011, he was Head of Portfolio Management at Financial Engines, America's largest independent investment advisor. Aguilar also served as He was a Head of Quantitative Equity for ING, now Voya Investment Management, Head of Quantitative Research for Lehman Brothers, Director of Quantitative Research and a Portfolio Manager with both Merrill Lynch Investment Management and Bankers Trust.
Omar Aguilar Professional Experience / Academic History
Professional Experience
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CEO and Chief Investment Officer, Schwab Asset Management
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Head of Quantitative Equity
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Head of Quantitative Research
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Director of Quantitative Research and Portfolio Manager
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Director of Quantitative Research and Portfolio Manager
Academic History
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Ph.D., Statistics and Decision Sciences
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M.S., Statistics and Decision Sciences
SCHWAB ASSET MANAGEMENT
Aguilar joined Schwab in 2011 as Senior Vice President and Chief Investment Officer of Passive Equity and Multi-Asset Strategies for Charles Schwab Investment Management.
He was responsible for all passive equity and multi-asset strategies for CSIM, overseeing mutual funds, collective investment trusts, ETFs, and separately managed accounts.
Today, in addition to serving as the firm's CIO and CEO of Asset Management, he serves as the President of the Schwab Center for Financial Research.
CURRENT AFFILIATIONS
CEO and CIO, Schwab Asset Management
Board Member, Menlo School Board
Board Member, Duke University Graduate School Board
EARLY CAREER
As Head of Portfolio Management at Financial Engines, he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors.
He served as Head of Quantitative Equity for ING, now Voya Investment Management, where he built and developed the group and managed more than $20 billion in assets with 15 global active, index, and enhanced index strategies for pension funds, variable annuities, and mutual funds.
He 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.
MEDIA & APPEARANCES