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Drew Schneller Cfa

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Drew Schneller Cfa

Senior Vice President and Portfolio Manager | Welch & Forbes LLC

Boston, Massachusetts, United States

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Drew Schneller Cfa

Summary

Drew Schneller is a seasoned Portfolio Manager at Welch & Forbes LLC, bringing over three decades of experience in the financial investment sector. With a strong foundation in alternative investments and asset management, he has navigated various roles from Senior Audit Specialist to Managing Director. Drew's tenure includes significant positions at Wilmington Trust and State Street, where he honed his skills in investment strategies and due diligence. An MBA graduate from Cornell, he also holds a Certificate of Special Studies from Harvard, showcasing his commitment to continuous learning. His extensive background in wealth management and portfolio management positions him as a trusted advisor for high-net-worth individuals and families. Drew is passionate about leveraging financial expertise to create tailored investment solutions. His analytical mindset and leadership experience enable him to thrive in dynamic market environments. He is dedicated to fostering long-term relationships with clients while delivering exceptional investment performance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Drew Schneller Cfa

Work Experience

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Senior Vice President and Portfolio Manager at

Welch & Forbes LLC

July 2008 - Present

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Managing Director and Co-Head of Investments at

Wilmington Trust Boston

May 2000 - June 2008

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Senior Portfolio Manager/Director at

Bingham Legg Advisers

January 2000 - January 2007

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Vice President at

State Street

May 1994 - May 2000

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Senior Audit Specialist at

BANK OF BOSTON

February 1988 - May 1992

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Vice President at

Moseley Securities

February 1984 - December 1987

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Drew Schneller Cfa

Education

Cornell Johnson Graduate School of Management, Mba

January 1992 - January 1994

Harvard University, Certificate Of Special Studies

January 1984 - January 1986

Franklin & Marshall College, Ba

January 1979 - January 1983

Frequently Asked Questions about Drew Schneller Cfa

What is Drew Schneller Cfa email address?

Drew Schneller Cfa's primary email address is **********@welchforbes.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Drew Schneller Cfa work for?

Drew Schneller Cfa is a Senior Vice President and Portfolio Manager at Welch & Forbes LLC, a company specializing in Other Financial Investment Activities.

Where Drew Schneller Cfa graduated from?

Drew Schneller Cfa holds a degree in Finance from Cornell Johnson Graduate School of Management.

How can I directly contact Drew Schneller Cfa?

To contact Drew Schneller Cfa directly, you can use the email address **********@welchforbes.com. Complete contact information is available upon registration with Muraena.

Who is Drew Schneller Cfa?

Drew Schneller is a seasoned Portfolio Manager at Welch & Forbes LLC, bringing over three decades of experience in the financial investment sector. With a strong foundation in alternative investments and asset management, he has navigated various roles from Senior Audit Specialist to Managing Director. Drew's tenure includes significant positions at Wilmington Trust and State Street, where he honed his skills in investment strategies and due diligence. An MBA graduate from Cornell, he also holds a Certificate of Special Studies from Harvard, showcasing his commitment to continuous learning. His extensive background in wealth management and portfolio management positions him as a trusted advisor for high-net-worth individuals and families. Drew is passionate about leveraging financial expertise to create tailored investment solutions. His analytical mindset and leadership experience enable him to thrive in dynamic market environments. He is dedicated to fostering long-term relationships with clients while delivering exceptional investment performance.

Drew`s contact details

mail

**********@welchforbes.com

Colleagues

Oliver Spalding

Senior Vice President

Oliver Spalding

Senior Vice President/Principal

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Peter Brown

Senior Vice President and Portfolio Manager

Kurt Walter

Chief Financial Officer

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Leah Brown

Vice President, Human Resources & Administration

Seth Gelsthorpe

Senior Vice President

Denise Barron

Trust Accounting Operations Manager & Vice President

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Edward Sullivan

Vice President and Director of Client Development

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Todd Jundi

Senior Vice President, Chief Compliance Officer

Charlie Haydock

Executive Vice President

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