We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
INVESTMENT TEAM MEMBER
Theodore Schneider is a Director, Portfolio Advisor with Round Table Wealth Management and has been a member of our investment team since 2012. His responsibilities include manager research, due diligence, client portfolio analysis and asset allocation evaluation.
Theodore has extensive experience with non-profit clients, working with endowments, foundations and charitable organizations to provide investment management services. He is acutely knowledgeable of the nuanced investment, reporting and policy requirements that typically exist within non-profit relationships.
Theodore is a graduate of Princeton University with an A.B. in Sociology and holds the Chartered Financial Analyst® designation. Prior to joining Round Table, Theodore played professional soccer for the New York Red Bulls of Major League Soccer. He is also an avid golfer and enjoys spending time with his wife and dog.
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.