Schneider Downs 财富管理 Advisors Announces Plans for Leadership Transition

Derek J. 埃切尔伯格 to serve as Chief Executive Officer for $2.30亿AUM实践

PITTSBURGH – Schneider Downs 财富管理 Advisors (SDWMA), a Registered Investment Advisory (RIA) firm celebrating its 20th anniversary this year, 宣布Derek J. 埃切尔伯格, CFA, CFP®, AIFA®, MBA will assume the role of Chief Executive Officer (CEO) effective October 1. Mr. 埃切尔伯格 joined SDWMA in 2015 and has most recently served as Managing Partner of the wealth management firm.  他也是施耐德唐斯公司的股东 & Co., Inc.

Mr. 埃切尔伯格 has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, 捐赠基金和退休计划. He is a valued mentor to advisors and staff on the team, and he also serves on the Operating Committee for Schneider Downs & Co., the parent company of the wealth management practice.

Mr. 埃切尔伯格 will transition into the role, replacing current CEO Nancy L. Skeans, CPA, CFP®MBA. Ms. Skeans, also celebrating her 20th anniversary at SDWMA, will remain in a leadership role with the practice, focusing primarily on serving existing clients, as well as mentoring SDWMA’s growing team of wealth advisors. She also will remain as the practice’s Chief Compliance Officer (CCO).

With 26 full-time team members across two offices, 匹兹堡和哥伦布, SDWMA目前管理着超过2美元的资金.30亿的资产. The firm provides personal investment management, financial planning and qualified retirement services for individuals and companies across the country. 在2023年6月的《bet9游戏平台》中， SDWMA was ranked 21st of 150 “Top Firms by Assets Under Management.” These top 150 firms are wealth advisory firms associated with a CPA firm and are ranked by AUM as of 12/31/2022.

“Leadership transitions are a natural component of successful companies,” explained Skeans. “Our team has grown considerably over the last several years, adding three new 财富管理 partners and many talented employees.  在德里克的领导下, 而且有一个强大的团队, I know that we are well-positioned to continue our high client service standards and our sustained pattern of growth.” 

“Nancy is a wonderful friend and confidant, and has been for many years,” said Mr. 埃切尔伯格. “She was absolutely the catalyst in my joining Schneider Downs 财富管理 Advisors, so it’s a special honor to become CEO in succession to her accomplishments. Our playbook is clear – we’ll continue with the same vision, management and service principles that we’ve held for 20 years.” 

Schneider Downs 财富管理 Advisors, LP (SDWMA) is a registered investment adviser with the U.S. 美国证券交易委员会(SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, 而且这不能被理解为投资, 税务或法律建议. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.