Liz Ann Sonders
Investment Strategist
(New York, USA)
(About Me)
I'm the Chief Investment Strategist at Charles Schwab & Co., Inc.
(What I do)
Market Analysis
Conducting thorough analysis of financial markets, economic trends, and investment opportunities to identify potential risks and returns.
Strategic Planning
Developing investment strategies and asset allocation recommendations based on market insights and client objectives.
Client Advisory
Providing advice and recommendations to clients or senior management on investment strategies and portfolio management.
Research and Forecasting
Conducting research to support investment decisions, including macroeconomic analysis, sector-specific research, and company evaluations.
Risk Management
Monitoring and managing investment risks, including diversification strategies and hedging techniques.
Communication
Communicating investment strategies, market outlooks, and performance updates to clients, stakeholders, and internal teams.
(Testmonials)
Exceptional Broker and Investment Adviser
"Liz is an exceptional talent, she understands the market psychology really well and is not afraid to take the leap when required, she is one of, if not the best talent i have had the privilege of mentoring. Working with her has been nothing short of amazing."
Marty Zweig
Renowned Stock Market Analyst and Investor
More than just a Broker
"She is more than just a broker, she's exceptional and genuinely cares about her clients well being. She has also guided me in some aspects and I wouldn't hesitate to recommend her to anyone seeking an experts opinion concerning investment."
Louis Rukeyser
Financial Journalist
Comprehensive understanding of Global Markets
"I have had the privilege of benefiting from Liz Ann Sonders' expertise as both a broker and investment strategist, and I cannot speak highly enough of her capabilities. Her comprehensive understanding of global markets, combined with her analytical rigor and genuine passion for helping clients succeed, makes her an invaluable asset. Liz Ann's strategic advice has consistently delivered impressive results, making her my go-to advisor for all things investment-related."
Phil Knight
Co-founder, Nike
Game-Changer
"Working with Liz Ann Sonders has been a game-changer for my investment journey. Her keen insights and proactive approach have not only safeguarded my investments during turbulent times but also positioned them for substantial growth."
