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Principal
Westfield
Client Advisory
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.
Theodore D. Schneider
Charitable Giving
Our team at Cerity Partners is continually inspired by the efforts of charitable organizations and want to offer our assistance to boost planned giving campaigns. As experienced advisors in financial and philanthropic planning, we believe having focused discussions with potential donors regarding the following planned giving strategies are effective tools to encourage donors to complete […]
Investing
For a nonprofit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time-consuming. Without the proper attention or expertise, a 501(c)(3) nonprofit (or its board members) can run into legal issues or substandard investment results. However, with the appropriate advice […]
Financial Planning
Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the equity in their home represents a significant source of untapped wealth that might be available to […]
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