Anthony Davidow,

CIMA®

The Schwab Center for Financial Research

Anthony Davidow, vice president, alternative beta and asset allocation strategist, The Schwab Center for Financial Research, is responsible for providing Schwab’s point of view on asset allocation and portfolio construction. He is also responsible for providing research and analysis on alternative beta strategies and how investors can incorporate them in portfolios and is a member of the firm’s Asset Allocation Council. Previously, Mr. Davidow was a managing director, portfolio strategist, and head of the ETF Knowledge Center for Guggenheim Investments. Before that, he was executive vice president and head of distribution for IndexIQ. He also spent 15 years at Morgan Stanley, where he served as managing director, and head of sales and training for the consulting services group, and worked with many of the firm’s largest clients in developing and implementing asset allocation strategies, incorporating active and passive strategies, and using alternative investments as risk management tools. He has authored several white papers and strategy pieces, and spoken at industry conferences on a range of topics. He earned a B.B.A in finance and investments, Bernard M. Baruch College. He served on IMCA’s board of directors from 2009 to 2014.