Topic: Global Market Outlook
As Managing Director and Chief Global Investment Strategist at Charles
Schwab, Jeffrey is responsible for analyzing and discussing international
markets, trends, and events to help investors understand their significance and
financial implications. He provides research, commentary, and actionable
insights to Schwab’s client-facing teams and the firm’s Investor Services and
Advisor Services clients.
Prior to joining Schwab, Jeffrey served as chief market strategist at LPL
Financial. Earlier in his career, he was chief investment strategist at PNC
Wealth Management. Cited in The Wall Street Journal as one of “Wall Street’s
best and brightest,” Jeffrey frequently appears on CNBC, Bloomberg TV, and CNN,
and is often quoted in The Wall Street Journal, Barron’s, and the Financial
Times.
Education
MBA, Pennsylvania State University; B.S., Business Administration,
University of Delaware Chartered Financial Analyst (CFA) charter holder.