Jeffrey Kleintop

CFA®, Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc.

As Senior Vice President 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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Take a look at what Jeffrey Kleintop has written or been featured in.

Schwab Market Perspective: Springing Forward
Market Commentary

The U.S. economy remains on solid footing, continuing to move into a period of exceptional growth.
The Next Bubble?
Market Commentary

The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.
Stimulus Payback: 2023
Market Commentary

Policymakers in major economies have pointed to 2023 as the date the stimulus payback may begin.