Omar Aguilar

Omar Aguilar, Ph.D.

Managing Director, Chief Investment Officer, Head of Investments
Schwab Asset Management™

Omar Aguilar is a Managing Director and Chief Investment Officer of all investment strategies for Schwab Asset Management. He is responsible for leading, developing, and overseeing the firm’s investment strategies across equity, fixed income, and multi-asset for Schwab mutual funds, ETFs, and separately managed account strategies, as well as the Charles Schwab Trust Bank collective investment trusts.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies. Prior to joining Schwab in April 2011, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Prior to that, he served as head of quantitative equity for ING Investment Management (now known as Voya Investment Management), building and developing the group and managing more than $20 billion in assets with 15 global active, index, and enhanced index strategies for pension funds, variable annuities, and mutual funds. Mr. Aguilar also served as head of quantitative research for Lehman Brothers’ alternative investment management business and as a director of quantitative research and a portfolio manager with both Merrill Lynch Investment Management and Bankers Trust.

Mr. Aguilar was a Fulbright Scholar at Duke University’s Institute of Statistics and Decisions Sciences where he earned a Master of Science and a doctorate. He also earned a Bachelor of Science in actuarial sciences and a graduate degree in applied statistics from the Mexico Autonomous Institute of Technology (ITAM).

The Charles Schwab Trust Bank Collective Investment Trusts are collective investment trusts maintained by Charles Schwab Trust Bank (CSTB) as trustee. The Trusts are not sold by prospectus and are available for investment only by eligible retirement plans and entities. Charles Schwab Investment Management, Inc. (CSIM) is engaged by CSTB to provide non-discretionary advisory services to the CITs. CSTB and CSIM are separate but affiliated companies and subsidiaries of the Charles Schwab Corporation.

Get Omar's perspective on the industry.

Take a look at what Omar has written or been featured in.

Behavioral finance

Unprecedented and uncertain are two conditions that not only describe 2020 but can also activate behavioral biases. This edition of our recurring behavioral finance insights examines loss aversion and confirmation bias in the context of COVID-19.
Behavioral finance

It’s great to find other voices that support what you believe. But this confirmation bias approach can be damaging—especially for investors. Here's how to bring more perspective to your clients' financial decision making.
Behavioral finance

Overemphasis on recent events can keep you from gathering the information you need to before making a decision. For clients, recency bias may lead to ill-informed investments. Help them take a broader view of the financial markets.