Adrian Michael Schau, Cfp®, Aif® Email & Phone Number

Cincinnati, OH, US

Cincinnati, Ohio, United States

Cincinnati Area, KY

Greater Salt Lake City Area

my529 Plan is a nonprofit 529 college savings plan. my529 offers plans are tax-advantaged savings vehicles designed to encourage individuals to begin saving for the future costs of higher education.my529 has a diversified approach to college savings focusing our four key tenants: - Tax advantages: earning grow tax-deferred and Utah taxpayers get a tax.

Covington, KY

As Director of Investments, I was responsible for investment manager selection, asset allocation decisions, portfolio construction, and manager due diligence. As chair of our Investment Committee, I drove overall investment strategy across the firm and guided any strategic and tactical manager recommendations.

Seattle, WA

As an Investment Analyst, I worked as part of a two-member investment team to coordinate manager diligence on traditional fixed income, equity investments, and alternative investments helping to oversee client assets of $1.5B. I backtested and assessed strategic asset allocation models for use in client portfolios. I produced analysis material, white.

Cincinnati, OH

I focused my time on residential real estate analysis, working with industry trends, regional and national appreciation rates, as well as income and cost approaches to valuing single family and multi-family (2-8 unit) structures. I worked directly with major national banks (PNC, Huntington, 5/3) and consumer lending departments to facilitate HELOCs.

I pitched professionally in the Cleveland Indians Professional Baseball Organization for two full seasons.

Bachelors, Villanova School Of Business - Finance

Activities and Societies: Finance Club, Division I Baseball, Resident AssistantCum Laude, Big East Conference Male Scholar Athlete 2004.

Education record

Activities and Societies: Varsity Soccer, Varsity Baseball, National Honor Society