Todd Schanel

Directeur Général chez Core Wealth Management, Inc. (Florida)

Profil

Mr. Todd M.
Schanel, CFA MBA, is a Principal & Director of Investment Advisory Services & Wealth Advisor at Core Wealth Management, Inc. (Florida).
He is honored to serve as Core Wealth’s founding principal and investment advisor.
In launching Core Wealth, his vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
Since 2004, Mr. Schanel has been a principal at Schanel & Associates, CPAs specializing in financial planning, tax planning, and consulting services.
His previous professional experience includes four years as a consultant with KPMG in Washington DC, where he provided financial analysis, economic modeling and transaction advisory services for clients in the financial services arena.
He holds an MBA from the Darden Graduate School of Business at the University of Virginia (2003) and a bachelor’s degree in economics with highest honors from the University of North Carolina at Chapel Hill (1997).
He is a member of the CFA Society of South Florida and the AICPA.

Postes actifs de Todd Schanel

Sociétés	Poste	Début
Core Wealth Management, Inc. (Florida)	Directeur Général	01/01/2012