Drew Schneller
Portfolio Manager-Equities at Welch & Forbes LLC
Profile
Mr. Andrew M.
Schneller, CFA MBA, is a Portfolio Manager at Welch & Forbes LLC.
He has over 35 years of investment industry experience.
Prior to joining Welch & Forbes in 2008, Mr. Schneller was Managing Director and Co-Head of Investments at Wilmington Trust, and Director at Bingham Legg Advisers.
He also held positions at State Street Bank, Bank of Boston and Moseley Securities.
He received his Bachelor’s degree from Franklin & Marshall College and an MBA from The Johnson School at Cornell University.
Mr. Schneller is a CFA charterholder.
Drew Schneller active positions
| Companies | Position | Start |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Portfolio Manager-Equities | 01/01/2008 |
Former positions of Drew Schneller
| Companies | Position | End |
|---|---|---|
Wilmington Trust, FSB (Massachusetts) (Investment Management)
 Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is an investment advisor located in Boston with an additional office in Los Angeles. | Chief Investment Officer | 31/12/2007 |
| Bank of Boston Corp. | Corporate Officer/Principal | 30/04/2000 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
| Moseley Securities Corp. | Corporate Officer/Principal | - |
Training of Drew Schneller
| Franklin & Marshall College | Undergraduate Degree |
| Cornell University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
| Bank of Boston Corp. | Finance |
Wilmington Trust, FSB (Massachusetts) (Investment Management)
Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is an investment advisor located in Boston with an additional office in Los Angeles. | Finance |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Finance |
| Moseley Securities Corp. | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
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