Senior Portfolio Administrator, Investment Operations
joe@riverpointcm.comMr. Schneider is a Senior Portfolio Administrator with RiverPoint. He has over 17 years’ experience in the investment advisory industry. Joe is responsible for the day-to-day administration of the firm accounts. He serves as a liaison between custodial banks, brokerage firms and clients. He is also involved in the maintenance of client reporting and performance.
Joe previously held his Series 6 (Investment Co and Variable Contracts Products), Series 63 (Uniform Securities Agent), and Series 7 (General Securities Full Registration) licenses. His prior experience includes 7 years as a Senior Administrator in the Private Investment Counsel Group at Scudder, Stevens & Clark. Previously, he was a Mutual Fund Portfolio Accountant at Bartlett & Company.
Joe received his Bachelor of Science Degree from Georgetown College.
