Bob's Bio
Robert (Bob) Schneeweis
Chief Executive Officer
Having led independent investment firms for over 35 years, Bob develops and manages investment portfolios for high net worth individuals and small businesses. He leverages his knowledge and experience in portfolio development to create wealth building portfolios for newer investors, integrate modern and institutional investment tools, and integrate values-based investing, overall improving the portfolios of his clients.
Experience
- MBA from the University of St. Thomas
- Undergraduate Degree in Accounting and Economics from St. John’s University
- Manager of Trust Operations at US Bank
- Director of Planning and Financial Reporting for Norwest Corporation (now Wells Fargo)
- CPA for over 20 years