|
PROFESSIONALS
 Joseph V. Schneider
Senior Portfolio Administrator, Investment Operations
joe@riverpointcm.com
Joe is a Senior Portfolio Administrator with RiverPoint. He has over 15 years
experience in the investment advisory industry. Joe is responsible for the
day-to-day administration of clients’ 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.
Valerie
Newell
Mark
Hogan
Russell
Sims
Leon Loewenstine
Victor
Lassandro
Cathy
Ellsworth
Ryan
Brown
Pamela
Schmitt
Kirk Koppenhoefer
Stephanie
Parrish
Mary
Sawyer
Kris
Wickemeier
Kathryn
Class
Other
Staff
|
