David Christian Brinkman
Analyst-Equity en Schneider Downs Wealth Management Advisors LP .
Perfil
Mr. David C.
Brinkman is an Investment Relationship Manager at Schneider Downs Wealth Management Advisors LP.
He specializes in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.
In addition, he is actively involved in the firm’s investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.
He has over 10 years of experience within the financial services industry.
He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation and portfolio construction, and estate planning strategies
He is a CFA charter holder, a Certified Public Accountant, a Certified Financial Planner practitioner, and a member of the Columbus Society of Financial Analysts and the American Institute of Certified Public Accountants.
He holds a B.S.
in Accounting from the Fisher College of Business at The Ohio State University.
Cargos activos de David Christian Brinkman
Empresas | Cargo | Inicio |
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Schneider Downs Wealth Management Advisors LP
Schneider Downs Wealth Management Advisors LP Investment ManagersFinance Schneider Downs Wealth Management Advisors LP (SDWMA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2000 and they are a subsidiary of Schneider Downs Financial Advisors LP. SDWMA offers investment management services to individuals, trusts, estates, pension plans, charitable organizations and business entities. | Analyst-Equity | 01/05/2016 |
Formación de David Christian Brinkman.
Fisher College of Business | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas privadas | 1 |
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Schneider Downs Wealth Management Advisors LP
Schneider Downs Wealth Management Advisors LP Investment ManagersFinance Schneider Downs Wealth Management Advisors LP (SDWMA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2000 and they are a subsidiary of Schneider Downs Financial Advisors LP. SDWMA offers investment management services to individuals, trusts, estates, pension plans, charitable organizations and business entities. | Finance |
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