Brad Schneider
Senior Portfolio Advisor, Senior Vice President, Chartered Financial Analyst®
- Role
- Senior Portfolio Manager at Northern Trust Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Senior Portfolio Manager
Northern Trust Wealth Management
Jul 2021 — Present · Chicago, IL, US
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
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Economics, Econometrics and Statistics and Entrepreneurship
2012 — 2015
Indiana University - Kelley School of Business
Bachelor's, Finance, International Business, Spanish
2004 — 2008
Skills
- Bloomberg
- Capital Markets
- Series 7
- Microsoft Excel
- Financial Modeling
- Financial Analysis
- Investment Management
- Alternative Investments
- Asset Managment
- Equity Research
- Wealth Management
- Valuation
- Asset Management
- Portfolio Management
- Investments
- Fixed Income
- Asset Allocation
- Mutual Funds
- Data Analysis
- Due Diligence
- Hedge Funds
- Financial Services
- Securities
- Finance
- Process Improvement
- Equities
- Customer Service
- Options
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