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Drew Schneller Cfa
Drew Schneller Cfa
Senior Vice President and Portfolio Manager | Welch & Forbes LLC
Boston, Massachusetts, United States
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.
Drew Schneller Cfa
Work Experience
Senior Vice President and Portfolio Manager at
Welch & Forbes LLC
July 2008 - Present
Managing Director and Co-Head of Investments at
Wilmington Trust Boston
May 2000 - June 2008
Senior Portfolio Manager/Director at
Bingham Legg Advisers
January 2000 - January 2007
Vice President at
State Street
May 1994 - May 2000
Senior Audit Specialist at
BANK OF BOSTON
February 1988 - May 1992
Vice President at
Moseley Securities
February 1984 - December 1987
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
**********@welchforbes.com
Colleagues
Senior Vice President
Senior Vice President/Principal
Senior Vice President and Portfolio Manager
Chief Financial Officer
Vice President, Human Resources & Administration
Senior Vice President
Trust Accounting Operations Manager & Vice President
Vice President and Director of Client Development
Senior Vice President, Chief Compliance Officer
Executive Vice President