Brett Schneider
Chief Financial OfficerAs Chief Financial Officer, Brett oversees the firm’s financial planning and analysis, reporting, tax, treasury, and controllership functions. He also serves as a strategic leader across the broader organization, providing guidance for growth initiatives that create and advance Wealthspire’s capabilities.
Brett brings over three decades of experience, joining former Wealthspire parent company NFP. in 2003 as vice president and director of financial reporting and advancing to CFO in 2013. Prior to that, he was an audit manager at KPMG. Brett holds an undergraduate degree in accounting from Long Island University and is also a Certified Public Accountant in New York.
Passionate about giving back, Brett has been part of golf committees of nonprofit organizations such as Project Sunshine and The INN, and has also served as a board member and treasurer of Huntington Country Club.
Previous Experience
- Executive Vice President and Chief Financial Officer at NFP
- Senior Vice President and Controller at NFP
- Vice President and Director of Financial Reporting at NFP
- Financial Services Audit Manager at KPMG U.S.
Education & Credentials
- BS, Long Island University, Accounting
- Certified Public Accountant
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
