C-Suite Insights: Jeffrey Kleintop

Jeffrey Kleintop, CFA
Senior Vice President
Chief Global Investment Strategist
Charles Schwab & Co., Inc.

As Senior Vice President and Chief Global Investment Strategist for Charles Schwab & Co., Inc., Jeffrey Kleintop’s interests are vast and wide-ranging, from geopolitics to earnings to central bank actions. His responsibilities include deciphering and interpreting events as they take place around the world and ascertaining what they mean for investors.

“Schwab created this role about three years ago because we noticed that money was increasingly flowing to international investments,” explains Kleintop. “Our customers were looking for insights on what developments around the world mean for markets here and abroad, so I stepped in to fill that role.”

I recently sat down with Kleintop to talk about trends he’s watching, opportunities he’s tracking, and the advice he would share with investors. Continue reading

WE Interviews Liz Ann Sonders, Part Two

Liz Ann Sonders HeadshotLiz Ann Sonders
Senior Vice President
Chief Investment Strategist
Charles Schwab & Co., Inc.

Liz Ann Sonders is the personification of a multi-tasker. Although she is well known as the Chief Investment Strategist for Charles Schwab, Sonders actually serves a dual role, also acting as Chair of the Investment Committee of Windhaven Investment Management, a subsidiary of Charles Schwab.

As Chief Investment Strategist, Sonders’ responsibilities require that she take the 30,000-foot view, offering insights and opinions regarding activity in world markets through written pieces, speaking events, video presentations and the like. Sonders characterizes her role as an interpreter who seeks to make sense of the connection between the economy, the market and global forces for Schwab’s clients and, in some cases, for outside investors. She concedes that her role is a bit unusual in that she has an executive title but doesn’t manage people (with the exception of her assistant), and she has no P&L responsibility.

Sonders assumed her second role as Chair of the Investment Committee of Windhaven Investment Management a little over a year ago when the founder retired. She joined the team as a senior member, chairing the investment committee and working with several former Schwab colleges. Today she is involved with day-to-day management of the group, a more traditional money management role like those she occupied at the genesis of her career almost three decades ago.

I recently sat down with Sonders to discuss the evolution of her career and what she has learned over the years. In Part Two of our conversation, we discussed how Sonders has not only advocated for herself but also taken advantage of the opportunities she has been given. Continue reading

WE Interviews Liz Ann Sonders, Part One

Liz Ann Sonders HeadshotLiz Ann Sonders
Senior Vice President
Chief Investment Strategist
Charles Schwab & Co., Inc.

Liz Ann Sonders is the personification of a multi-tasker. Although she is well known as the Chief Investment Strategist for Charles Schwab, Sonders actually serves a dual role, also acting as Chair of the Investment Committee of Windhaven Investment Management, an affiliate of Charles Schwab.

As Schwab’s Chief Investment Strategist, Sonders’ responsibilities require that she take the 30,000-foot view, offering insights and opinions regarding activity in the economy and markets through written pieces, speaking events, video presentations, media appearances and the like. Sonders characterizes her role as an interpreter who seeks to make sense of the connection between the economy, the market and global forces for Schwab’s clients and, in some cases, for outside investors. She concedes that her role is a bit unusual in that she has an executive title but doesn’t manage people (with the exception of her assistant), and she has no P&L responsibility.

Sonders assumed her second role as Chair of the Investment Committee of Windhaven Investment Management a little over a year ago. She joined the team as a senior member, chairing the investment committee and working with several former Schwab colleagues. Today she is involved with day-to-day management of the firm’s client assets, a more traditional money management role like those she occupied at the genesis of her career almost three decades ago.

I recently sat down with Sonders to discuss the evolution of her career and what she has learned over the years. In Part One of our conversation, we talked about what led Sonders to pursue a career in financial services and how that decision has impacted her life. Continue reading