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David Brinkman joins Schneider Downs Wealth Management Advisors
COLUMBUS—Schneider Downs Wealth Management Advisors, LP, a top-25 CPA-based wealth management advisory firm in the United States, recently announced the addition of David C. Brinkman, CFA®, CPA, CFP®, as Investment Relationship Manager.
Mr. Brinkman has more than 10 years of experience in the financial services industry and has advised high-net-worth individuals, families, foundations and not-for-profit organizations on a broad list of topics, including: asset allocation, portfolio management, investment manager due diligence and strategic and financial planning. In his role as Investment Relationship Manager, Mr. Brinkman will be working as an investment advisor and will be responsible for managing all aspects of his client relationships. In addition, he will be assisting in the firm’s investment strategy, due diligence process and research processes.
“David is an outstanding addition to our Schneider Downs Wealth Management advisory team. His previous experience and accomplished financial background make him the ideal candidate to expand our portfolio management and financial planning capabilities in the Central Ohio market,” said Nancy L. Skeans, Partner and Managing Director of Schneider Downs Wealth Management Advisors.
Mr. Brinkman is a CFA® charter holder, CERTIFIED FINANCIAL PLANNERTM practitioner, a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and the CFA Society of Columbus. He holds a B.S. in Accounting from the Max M. Fisher College of Business at The Ohio State University.
About Schneider Downs Wealth Management Advisors, LP
Schneider Downs Wealth Management Advisors, LP (SDWMA), is an independent, fee-based investment advisory firm specializing in the design, implementation and management of custom portfolios, retirement plan solutions, ERISA fiduciary services, SDADVANTAGE IRA platform and financial planning services. SDWMA is an SEC Registered Investment Advisor.