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 benefit, but you don’t have to be a Utah resident to utilize my529. - Low fees: my529 is nationally recognized as a low cost fee 529 Savings Plan. - Flexibility: Account owners control account funds and have multiple age-based, static, and customized plan options. - Simple and Easy: Creating an account takes minutes and can be done online and my529 helps with easy automated options like payroll and regular contributions.

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 papers, and presentations on leading investment topics to educate clients and planning teams on topics related to asset allocation, cash flow planning, retirement planning, as well as corporate benefits planning related to RSUs, Stock Options, and other executive compensation measures.

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, refinances, or consolidation of personal debt.Special ad-hoc projects included trend analysis for the greater tri-state (Ohio, Indiana, and Kentucky) and Greater Cincinnati to forecast growth rates of property, as well as building out an internal database with relevant information that would help bridge communication and information dissemination among the team.

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