Theodore D. Schneider , CFA

Theodore D. Schneider is a Partner 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.

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