Looking Under the Hood at Schwab Charitable Fund
We take a close look at the ongoing fees and underlying investment options for the second-largest donor-advised fund in the U.S.
Amy C. Arnott
Amy C. Arnott, CFA, is a portfolio strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She is responsible for developing and articulating best practices to help investors and advisors build smarter portfolios.
Before rejoining Morningstar in 2019, Arnott was an associate wealth advisor at Buckingham Strategic Wealth, where she was responsible for portfolio analysis, asset allocation, rebalancing, and trade recommendations. Arnott originally joined Morningstar as a mutual fund analyst in 1991 and held a variety of leadership roles in investment research, corporate finance, and strategy from 1991 to 2017.
Arnott holds a bachelor's degree with honors in English and French from the University of Wisconsin-Madison. She also holds the Chartered Financial Analyst® designation.
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