Theodore Schneider | Source | Director and Portfolio Advisor at Round Table Wealth Management

Theodore Schneider, CFA®, is Director and Portfolio Manager with Round Table Wealth Management. Having been a member of the firm's investment team since 2012, his responsibilities include manager research, due diligence, client portfolio analysis and asset allocation evaluation.

Theodore has extensive experience working with endowments, foundations and charitable organizations as well as non-profit clients, in order to provide investment management services. He is acutely knowledgeable of the nuanced investment, reporting and policy requirements that typically exist within non-profit relationships.