Drew M Schneller

Senior Vice President and Portfolio Manager

For over 28 years Drew M Schneller has been working in different jobs. Recently, Drew M Schneller worked as a Senior Vice President and Portfolio Manager in Welch & Forbes Llc developing required skills. This person graduated from Cornell Johnson Graduate School of Management in 1994 where this expert received all the required knowledge and skills. You can find this person in Boston, Massachusetts, where he is located nowadays. SoftwareOfficial has all the info you need to connect Drew M Schneller, such as this expert's phone number or e-mail. Feel free to send the request to get additional info.
Name variants:
Andy Schneller, Drew Schneller
Last updated May 08, 2024

Contact Information

Last Update
Jul 5, 2022
Email
ds**@welchforbes.com
Location
Boston, MA

Workplace

Welch & Forbes LLC
Senior Vice President and Portfolio Manager

Boston, MA

Industry

Investment Management, Trust Management, Financial Advisor, Portfolio Management

Work History

Senior Vice President and Portfolio Manager

45 School Street Pl, Boston, MA 02119
Provide investment management and family office services to individuals, families, and charitable organizations.
from Jul 2008

Managing Director and Co-Head of Investments

Built and maintained Core Equity, Fixed Income and Global Macro investment strategies for individuals, families, and non profit institutions. Conducted due diligence on outside public and pr...
May 2000 — Jun 2008

Senior Portfolio Manager and Director

2000 — 2007

Vice President

1 Lincoln St, Boston, MA 02135
May 1994 — May 2000

Senior Audit Specialist

Feb 1988 — May 1992

Vice President

Head of Boston Unit Investment Trust Sales and Trading Desk
Feb 1984 — Dec 1987

Occupations

Executive
Senior Vice President
Financial Broker
Portfolio Manager
Chief Executive Officer
Philanthrope
Vice President
Chief Executive
Investment Analyst
Financial Analyst
Corporate Executive
Non-Profit

Skills

Investments
Bonds
Asset Managment
Alternative Investments
Portfolio Management
Hedge Funds
Fixed Income
Equities
Investment Advisory
Wealth Management
Mutual Funds
Financial Modeling
Capital Markets
Private Equity
Valuation
Asset Management
Investment Management
Investment Strategies
Due Diligence
Login