Jeffrey Kleintop
Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Chartered Financial Analyst (CFA®)

About Jeffrey Kleintop

Jeffrey Kleintop, CFA, is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Jeffrey provides actionable insights through social media posts (@JeffreyKleintop), written commentary on, videos, conference calls, webcasts, and in-person events. He is frequently cited in a range of national media outlets including The Wall Street JournalThe New York TimesBarron’s, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Fox Business News, and CNN. Jeffrey has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and is a regularly featured keynote speaker at industry events. Jeffrey is the author of the investing book Market Evolution: How to Profit in Today’s Changing Financial Markets, published by John Wiley & Sons in 2006.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. He received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. Jeffrey is a Chartered Financial Analyst (CFA).

Get Jeffrey’s perspective

How a Risk Reversal Options Strategy Works January 10, 2024 1:00 PM   |  

Having a risk reversal options strategy provides downside protection to the level of the purchased put option but limits the upside potential of a long stock position to the strike of the short call option. Here's how this strategy works.

4 min read  |  Options Trading Basics
Zeroing In on 0DTE Options Trading? Learn the Basics December 21, 2023 11:09 AM   |  

Explore the popularity of 0DTE options trading. With increased volume comes tighter spreads but beware of market volatility. Learn about the potential risks and rewards.

5 min read  |  Options Trading Basics
How Well Do You Know Market Cap? November 20, 2023 1:01 PM   |  

Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

6 min read  |  Investment Strategies
Ichimoku Cloud: Learning to Trade the Trend September 25, 2023 1:24 PM   |  

Ichimoku cloud charts offer a holistic trend analysis tool for investors to investigate multiple unique support and resistance levels, all from a single study.

5 min read  |  Trading Strategies
Use the Sortino Ratio to Gauge Downside Risk in Your Portfolio August 30, 2023 12:41 PM   |  

Learn the calculation process for the Sortino ratio formula and discover new skills to evaluate downside volatility and potential losses in your portfolio.

5 min read  |  Portfolio Strategy
Want to Check Out a Fund—or a Fund Manager? The Information Ratio Offers a Close-Up on Performance Over Time July 19, 2023 10:26 AM   |  

What is the Information ratio? The Information ratio (IR) measures the risk-adjusted returns of a particular asset or portfolio against a benchmark. Learn more.

3 min read  |  Investing
Looking Beyond Returns: Using the Sharpe Ratio to Gauge Risk June 29, 2023 10:03 AM   |  

Learn how to calculate the Sharpe ratio to gauge risk, compare investments, and make informed decisions based on risk-adjusted returns in your portfolio.

5 min read  |  Investing

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