Bryce Schneider

Hi! My name is Bryce and I have lived in Wisconsin my whole life, feeling the Midwest is one of, if not the best places in the United States. The people here are friendly and communal, which makes me happy to call Wisconsin my home. I graduated from the University of Wisconsin – Milwaukee with a degree in Finance, working on a portfolio (endowment fund) of over $5 million in assets under the Investment Management Program (IMCP). The IMCP helped spark a full range of interests in the financial field, as I connected with professionals in New York and London, met with CEOs and top-notch investors (such as Howard Marks). I also worked for close to three years performing business valuations for private businesses at Wipfli for reasons of gifting, estate planning, management planning, assisting with a sale of a company, and so on.

With a combined experience of over five years in finance, I have developed a diverse set of skills in stock research, portfolio management, business valuation, investment banking, and private wealth management. Building skills is absolutely necessary to help offer the best services to each idiosyncratic profile tailored to different clients.

Private wealth management is a deeply engrained passion of mine, as it runs through the Schneider lineage, being that I am a 4th generation advisor. I have been investing my money since I was 15 years old, first contributing to a Roth IRA, and moving to structured investing plans over time. We believe at Schneider Investments you must “practice what you preach,” so we take pride in living our financial advice. Helping people achieve freedom over their time by making the right investing decisions is one of the most important goals in life, making this role an immense and important responsibility.

Outside of Schneider Investments, I love exploring as many hobbies as possible, as I love filmmaking, the outdoors, basketball, golf, football, pickleball, weightlifting, running, and most importantly, spending time with my significant other, family, and friends.

Licenses held include Series 7 and Series 66 in the state of Wisconsin.