Brett R. Schneider
Executive Vice President and Chief Financial Officer at Wealthspire
- Role
- Executive Vice President and Chief Financial Officer at Wealthspire at Wealthspire
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Brett R. Schneider
I lead the financial planning and analysis, financial reporting, tax, treasury, and investor relations divisions of Wealthspire. I am key in managing the capital structure of the company and is active in its debt-raising activities. As a strategic partner to executives across Wealthspire, I provide guidance to growth initiatives that result in new capabilities throughout the organization. Prior to joining Wealthspire, I was the Executive Vice President and Chief Financial Officer of NFP, and an audit manager at KPMG. I hold a Bachelor of Science in accounting from Long Island University, C.W. Post Campus, and I am also a CPA in the state of New York.
Experience
Executive Vice President and Chief Financial Officer at Wealthspire
Oct 2025 — Present
Education
Long Island University
Bachelor's degree, Accounting
1992 — 1996
Skills
- Auditing
- Due Diligence
- Internal Controls
- Corporate Finance
- Mergers & Acquisitions
- Cash Management
- Gaap
- Banking
- Mergers
- Financial Services
- Finance
- Strategic Financial Planning
- Financial Analysis
- Financial Planning
- Accounting
- Financial Reporting
- Sarbanes-Oxley Act
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