The Financial Forum welcomes David Koenig, Chief Investment Strategist for Charles Schwab, on Friday, September 9th, at 10 AM in the Fireside Room at Gateway Clubhouse. The title of his presentation is: “Digital Advice: The Power of People, Planning and Technology.” In this talk, you will learn how Schwab Intelligent Portfolios Solutions are designed to combine the power of people and technology to help make investing more accessible, efficient, and lower cost.
David Koenig, CFA, FRM, is the Chief Investment Strategist for multi-asset solutions for Schwab Asset Management. He is responsible for representing multi-asset strategies from Charles Schwab Investment Management, Inc. and Charles Schwab Investment Advisory, Inc. to clients, advisers, institutions, and the media.
Before joining Schwab in 2015, David was an investment strategist for Russell Investments, working with consultants, intermediaries, and institutions. In addition, he was a member of the research team at Russell Indexes and represented Russell strategies with clients as a frequent speaker at industry conferences and the media. Previously, he worked for Wells Fargo Funds Management and Franklin Templeton Investments.
This event is open to all members of the Financial Forum. To sign up, click on the Register button. A continental breakfast will be available. For more information about the speaker, please contact Joe Hoffman at 925-954-7912.
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595