Eva Xu, PhD, CFA

Head of Investments – Asset Allocation | Multi-Asset Research | Quantitative Strategies | Portfolio Management | Wealth Management | Alternative Investments | Hedge Fund Management | Robo-Advising | Risk Management

Eva Xu, PhD, CFA is a senior investment professional with extensive experience in portfolio management and asset allocation. Here are some key details about her background and current role:

Professional Experience

Eva Xu currently serves as the Head of Portfolio Management Team for Schwab Intelligent Portfolios (SIP) and Director and Head of Asset Allocation at Charles Schwab.1 She has been with Charles Schwab since 2012, taking on various roles including:

Senior Portfolio Manager for Schwab Intelligent Portfolios (SIP) since March 2015
Managing Director, Head of Asset Allocation & Portfolio Solutions since September 2012
Chair of the SIP Investment Committee from March 2015 to April 2020

Expertise and Responsibilities

In her role, Eva manages portfolios for a diverse clientele, including institutions, family offices, high-net-worth individuals, and retail investors.2 Her expertise lies in:

Portfolio management
Global asset allocation
Risk management
Multi-asset investment research

She has a proven track record in designing and implementing investment strategies and effectively communicating with clients.

Education and Credentials

Eva Xu holds impressive academic and professional credentials:

PhD in Economics from Simon Fraser University
CFA (Chartered Financial Analyst) designation
BS in Physics from Tsinghua University
Completed the Investment Management Summer Program at Harvard Business School Executive Education1

Career History

Prior to joining Charles Schwab, Eva held several notable positions:

Managing Partner and Co-Founder at Bayswater Asset Management LLC (2004-2012)
Vice President of Absolute Return Strategies at Aetos Capital (2003-2004)
Various roles at Mellon Capital Management, including Director of Research and VP of Multi-Asset Investment Research (1995-2002)

She also had brief stints as an Assistant Professor at the University of Maryland, College Park, and as a consultant for the World Bank.1

Eva Xu's extensive experience, academic background, and current leadership role at Charles Schwab demonstrate her expertise in investment management and portfolio strategy.