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Anthony Davidow

Charles Schwab


Speaker Bio

As vice president and alternative beta and asset allocation strategist at the Schwab Center for Financial Research, Tony Davidow provides Schwab’s point of view on asset allocation and portfolio construction. Additionally, he is responsible for research on alternative beta strategies and how investors can incorporate them into their portfolios. Mr. Davidow also serves on Schwab’s Asset Allocation Council and Alternative Investment Product Council.



Previously, he was a managing director, portfolio strategist, and head of ETF Knowledge Center for Guggenheim Investments. Before that, he was executive vice president and head of distribution for IndexIQ. Mr. Davidow was a managing director and held several senior management roles at Morgan Stanley. He is the author of numerous white papers on a range of investment topics. He holds a bachelor’s degree in business administration from Bernard M. Baruch College and a CIMA® designation from the Investment & Wealth Institute (formerly IMCA). Mr. Davidow served on the Board of Directors for IMCA and is currently the Chair of the Investments & Wealth Monitor Editorial Advisory Board. He holds FINRA Series 7, 24, and 63 licenses.

Speaker Sessions