Theodore D. Schneide | Source | CFA, Director, Portfolio Advisor at Round Table Wealth Management
Theodore D. Schneide
CFA, Director, Portfolio Advisor at Round Table Wealth Management
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Theodore Schneider is a Director, Portfolio Advisor with Round Table Wealth Management and has been a member of their 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.
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Round Table Wealth Management
CFA, Director, Portfolio Advisor
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