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Brad Schneider

Senior Portfolio Manager @Northern Trust Wealth Management

Chicago, IL, US
MOBILE NUMBERS
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WORK HISTORY

Jul 2021 — Present

Senior Portfolio Manager @Northern Trust Wealth Management

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

2012 — 2015

The University of Chicago Booth School of Business

Master of Business Administration (MBA), Finance, Economics, Econometrics and Statistics and Entrepreneurship

2004 — 2008

Indiana University - Kelley School of Business

Bachelor's, Finance, International Business, Spanish

SKILLS

BloombergCapital MarketsSeries 7Microsoft ExcelFinancial ModelingFinancial AnalysisInvestment ManagementAlternative InvestmentsAsset ManagmentEquity ResearchWealth ManagementValuationAsset ManagementPortfolio ManagementInvestmentsFixed IncomeAsset AllocationMutual FundsData AnalysisDue DiligenceHedge FundsFinancial ServicesSecuritiesFinanceProcess ImprovementEquitiesCustomer ServiceOptions

ABOUT BRAD SCHNEIDER

Senior Portfolio Advisor, Senior Vice President, Chartered Financial Analyst®

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