Brad Schneider

Brad Schneider Email and Phone Number

Senior Portfolio Advisor, Senior Vice President, Chartered Financial Analyst® @ Northern Trust Wealth Management
chicago, illinois, united states
Brad Schneider's Location
Greater Chicago Area, United States
Brad Schneider's Contact Details
About Brad Schneider

Brad Schneider is a Senior Portfolio Advisor, Senior Vice President, Chartered Financial Analyst® at Northern Trust Wealth Management. He possess expertise in investments, financial analysis, financial modeling, asset allocation, asset management and 23 more skills.

Brad Schneider's Current Company Details
Northern Trust Wealth Management

Northern Trust Wealth Management

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Senior Portfolio Advisor, Senior Vice President, Chartered Financial Analyst®
chicago, illinois, united states
Employees:
614
Brad Schneider Work Experience Details
  • Northern Trust Wealth Management
    Senior Portfolio Manager
    Northern Trust Wealth Management Jul 2021 - Present
    Chicago, Illinois, United States
    Coordinate and advise investment implementations and portfolio construction for complex Ultra-High Net Worth clients.Utilize Northern Trust’s holistic Goals Driven Wealth Management approach to develop a customized asset allocation strategy
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  • Northern Trust Wealth Management
    Portfolio Manager
    Northern Trust Wealth Management Aug 2016 - Present
    Chicago, Il
    Coordinate and advise investment implementations and portfolio construction for complex Ultra-High Net Worth clients.Utilize Northern Trust’s holistic Goals Driven Wealth Management approach to develop a customized asset allocation strategy.
    View
  • Northern Trust Wealth Management
    Associate Portfolio Manager
    Northern Trust Wealth Management Dec 2015 - Jul 2016
    Determine investment objectives and implement various asset class allocation strategies for high net worth individuals and Foundations.Utilize a Goals Driven Investment framework for cash flow analysis, retirement planning and tax strategies.
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  • Northern Trust Corporation
    Investment Associate And Officer
    Northern Trust Corporation Nov 2012 - Dec 2015
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  • Northern Trust Global Investments
    Analyst - Client Services- Investment Operations
    Northern Trust Global Investments Apr 2011 - Nov 2012
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  • Aon Hewitt
    Benefits Analyst
    Aon Hewitt Sep 2008 - Apr 2011
    View

Brad Schneider Skills

Investments Financial Analysis Financial Modeling Asset Allocation Asset Management Mutual Funds Portfolio Management Equities Investment Management Hedge Funds Valuation Finance Microsoft Excel Data Analysis Asset Managment Customer Service Process Improvement Options Fixed Income Series 7 Securities Wealth Management Equity Research Due Diligence Financial Services Bloomberg Capital Markets Alternative Investments

Brad Schneider Education Details

Frequently Asked Questions about Brad Schneider

What company does Brad Schneider work for?

Brad Schneider works for Northern Trust Wealth Management

What is Brad Schneider's role at the current company?

Brad Schneider's current role is Senior Portfolio Advisor, Senior Vice President, Chartered Financial Analyst®.

What is Brad Schneider's email address?

Brad Schneider's email address is cy****@****aol.com

What is Brad Schneider's direct phone number?

Brad Schneider's direct phone number is +184784*****

What schools did Brad Schneider attend?

Brad Schneider attended The University Of Chicago - Booth School Of Business, Indiana University - Kelley School Of Business.

What are some of Brad Schneider's interests?

Brad Schneider has interest in Exercise, Sweepstakes, Nascar, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Food, Home Decoration.

What skills is Brad Schneider known for?

Brad Schneider has skills like Investments, Financial Analysis, Financial Modeling, Asset Allocation, Asset Management, Mutual Funds, Portfolio Management, Equities, Investment Management, Hedge Funds, Valuation, Finance.

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