Liz Ann Sonders is Senior Vice President, Chief Investment Strategist, at Charles Schwab & Co., Inc. Liz Ann has a range of investment strategy responsibilities including U.S. market and economic analysis, and asset allocation recommendations for individual, corporate, and institutional investors. She is a contributor to Schwab's advice publications and videos, and a keynote speaker at many Schwab client and corporate events. Liz Ann makes regular TV appearances on CNBC, Bloomberg TV, and Fox Business News, and is regularly quoted in publications such as The Wall Street Journal, Barron's, and The New York Times. Liz Ann earned a BA in economics and political science from the University of Delaware and an MBA in finance from Fordham University's Gabelli School of Business.
Jennifer Ellison, CFA, is Principal at BOSInvest and manages the firm's Silicon Valley office. She not only works with many of the firm's individual clients, but also directly manages many of the firm's largest institutional endowment and foundation client relationships. Before joining BOSInvest in 2001, Jennifer's experience included five years as a financial consultant with Merrill Lynch in Seattle, and two years at an independent firm where she was responsible for developing and implementing the firm's investment strategy.