Theodore D. Schneider, CFA

Principal

Westfield

Client Advisory

Biography

Theodore D. Schneider is a Principal in the New Jersey office. He assists in the composition and maintenance of client portfolios and conducts detailed research using fundamental analysis and a variety of financial metrics. Additionally, Theodore has extensive experience with nonprofit clients, working with endowments, foundations and charitable organizations to provide investment management services. He is acutely knowledgeable of the nuanced investment, reporting and policy requirements that typically exist within nonprofit relationships.

Prior to joining Cerity Partners, Theodore served as a Director, Portfolio Advisor with Round Table Wealth Management, where he was a member of both the investment team and the firm’s investment committee. His responsibilities included manager research, due diligence, client portfolio analysis and asset allocation evaluation.

Before joining Round Table, Theodore played professional soccer for the New York Red Bulls of Major League Soccer. He is also an avid golfer and enjoys spending time with his family.

Education

  • A.B. in Sociology from Princeton University

Highlights

  • Chartered Financial Analyst®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.