Omar Aguilar

Omar Aguilar, Ph.D.

Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Charles Schwab Investment Management, Inc.

Omar Aguilar is a Senior Vice President and Chief Investment Officer of Passive Equity and Multi-Asset Strategies for CSIM. He is responsible for all of the firm’s passive equity and multi-asset strategies, overseeing mutual funds, ETFs, and separately managed accounts, as well as Charles Schwab Trust Bank’s 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 CSIM 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).

Get Omar's perspective on the industry.

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

Leadership Insights

Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.
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.