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 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.
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 |
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Core Wealth Management, Inc. (Florida)
Core Wealth Management, Inc. (Florida) Investment ManagersFinance Core Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor headquartered in Jupiter, Florida. The firm was founded by Todd M. Schanel in 2012. CWM offers a range of financial advisory services to individuals and families. | Directeur Général | 01/01/2012 |
Formation de Todd Schanel
University of Virginia | Masters Business Admin |
The University of North Carolina at Chapel Hill | Undergraduate Degree |
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Entreprise privées | 1 |
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Core Wealth Management, Inc. (Florida)
Core Wealth Management, Inc. (Florida) Investment ManagersFinance Core Wealth Management, Inc. (CWM) is an independent, SEC-registered investment advisor headquartered in Jupiter, Florida. The firm was founded by Todd M. Schanel in 2012. CWM offers a range of financial advisory services to individuals and families. | Finance |