Omar Aguilar

Omar Aguilar, Ph.D.

President and Chief Executive Officer Chief Investment Officer
Schwab Asset Management®

Omar Aguilar is President, Chief Executive Officer, and Chief Investment Officer of Schwab Asset Management, responsible for leading, developing, and overseeing the firms’ investment strategies. He is also responsible for the Schwab Center for Financial Research, a division of Charles Schwab & Co., Inc., which provides quality research and education, timely market insights, and practical guidance to help millions of investors make informed financial decisions. 

Mr. Aguilar has more than 25 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 Asset Management in 2011, Mr. Aguilar worked at Financial Engines where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Before 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).

Get Omar's perspective on the industry.

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

Investment Insights

The 60/40 portfolio offers the potential for attractive risk-adjusted returns by including a mix of stocks and bonds, an investment approach that we believe remains alive and well.
Behavioral finance

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

Focusing on recent events can skew the data needed to make a good decision. For clients, this can lead to ill-informed investment decisions. Help them take a broader view of the financial markets.