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About
Randy Schneider is a Partner at Creekside Financial Advisors in the Cleveland area, bringing decades of experience in financial advisory and investment management. He provides personalized financial planning and investment advice to high-net-worth individuals, focusing on portfolio strategy, risk management, and multi-generational wealth planning. Schneider is recognized for his thoughtful guidance on asset allocation and holistic financial solutions.
His expertise spans public markets, including equities and fixed income, as well as alternative investments, with a particular focus on risk-adjusted portfolio construction. Before joining Creekside, Schneider served as a risk manager for Prudential Funding Corporation, where he managed and traded the firm's $8 billion commercial short-term funding portfolio, and held senior advisory roles at Fairport Asset Management and other financial firms.
Though his formal educational background is not publicly listed, Schneider's long-standing reputation and prior leadership roles at prominent investment firms underscore his deep expertise in institutional risk management and advisory services. He is noted for his significant contributions to commercial paper management and his commitment to client-centric investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Creekside Financial Advisors | Partner | Unknown to Present | — |
Skills & Expertise
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States |
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