Tue, 01/07/2014 - 06:02
Investment advisory firm Windhaven Investment Management has appointed Liz Ann Sonders as a member of its investment management team and chair of its investment committee, effective immediately.
Sonders has been an active member of the Windhaven Advisory board since shortly after Charles Schwab's acquisition of Windhaven three years ago and also serves as chief investment strategist for Charles Schwab.
Windhaven founder Stephen Cucchiaro will be leaving for personal reasons.
Bryan Olson, president of Windhaven Investment Management, says: "Liz Ann brings a wealth of experience and knowledge on investment strategy and the markets and a deep understanding of Windhaven's unique investment approach. In her role as chief investment strategist at Schwab, she has been highly sought after for her macroeconomic and securities markets expertise, appearing regularly on national media and serving in 2005 on the President's Advisory Panel on Federal Tax Reform. We're so pleased to have her in this role."
Prior to joining Schwab in 2002, Sonders was a managing director at US Trust and a member of its investment policy committee. Before US Trust she was at Avatar Associates, as a managing director and senior portfolio manager.
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