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Adam Phillip Schneiberg
Profile
Adam Phillip Schneiberg worked as a Director of Equity Research & Portfolio Manager at Jacobs & Co. (California) from 2014 to 2019.
Prior to that, he was a Principal at Merrill Lynch & Co., Inc., Morgan Stanley & Co. LLC, and an Analyst at Donaldson, Lufkin & Jenrette International.
He also worked as a Senior Vice President & Portfolio Manager at BTR Capital Management, Inc. and as a Principal at Structural Wealth Management LLC.
Schneiberg holds an MBA from the University of Pennsylvania and an undergraduate degree from the University of Michigan.
Former positions of Adam Phillip Schneiberg
Companies | Position | End |
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Jacobs & Co. (California)
![]() Jacobs & Co. (California) Investment ManagersFinance Jacobs & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm provides discretionary investment management services to individuals and high net worth individuals, trusts and estates, pension and profit-sharing plans, corporations and other business entities. | Director of Research - Equity | 01/11/2019 |
Structural Wealth Management LLC | Corporate Officer/Principal | 31/12/2009 |
Donaldson, Lufkin & Jenrette International | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Training of Adam Phillip Schneiberg
University of Michigan | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
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BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Donaldson, Lufkin & Jenrette International | Finance |
Structural Wealth Management LLC | |
Jacobs & Co. (California)
![]() Jacobs & Co. (California) Investment ManagersFinance Jacobs & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm provides discretionary investment management services to individuals and high net worth individuals, trusts and estates, pension and profit-sharing plans, corporations and other business entities. | Finance |
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