Jeffrey Kleintop

CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc.

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. 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.

Jeffrey earned a Bachelor of Science degree in Business Administration from the University of Delaware and an M.B.A. from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA®) charter holder.

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Market Commentary

The economy has slowed amid rising inflation, aggressive monetary policy tightening and persistent global supply chain crises. In turn, the U.S. stock market has weakened.
Market Commentary

The world’s second-largest economy and consumer market has likely slipped into a recession, at least by China’s standards.
Market Commentary

Consider hedging the possible risk of higher interest rates with the addition of short duration stocks, a potential way to manage risk while remaining invested in the markets.