Dan Schneider
“Family is not an important thing. It’s everything” – Michael J. Fox
About Dan
I joined Crew Capital Management in 2021 after gaining experience in the industry with a large bank learning about sales, relationship building, investment research, and back-office support. I joined Crew so I could help families with a genuine passion instead of chasing a bigger bottom line. Shortly after joining Crew, I attained my CERTIFIED FINANCIAL PLANNER TM certification.
I live with my wife, Brenna, and our two dogs in Evendale. Outside of the office, I enjoy playing basketball, soccer, and tennis (my golf game is … a work in progress). When I need a break, you can find me reading a good book with a glass of wine or good bourbon.
What I do For crew and you
You can give me a call at any time to talk about anything. I’d love to hear about your trip, or how your children or grandchildren are doing. Have a question about your portfolio? I’m more than happy to discuss this as well. If you have the time, I’d much rather take you out for coffee, a cocktail, or, if you’re willing to put up with my work-in-progress game, for a round of golf to talk.
I am Crew Capital’s lead financial planner, participate on our investment committee, and head the marketing team.
Work Experience
I have experience working as a financial advisor, associate advisor, and financial planner for High Net Worth and Ultra High Net Worth families. I specialize in working with Procter & Gamble employees and retirees, as well as MedPace employees.
Education
CERTIFIED FINANCIAL PLANNER, CFP®
University of Cincinnati Finance BA, Economics Minor
Moeller High School
Other Team Members
Robert F. Jung
CFA, CPA(inactive)
Founder
Matthew Swendiman, CFA
Financial Advisor
Peter Baden,
CFA
Financial Advisor
Dan Schneider, CFP®
Financial Advisor
Rick Bell
Senior Advisor
Andrew Jung
Research Analyst
Sarah Argo
Operations Manager
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
Get in touch:
Email: sargo@crewcapital.com
Phone: 513-618-6460
Address: 4030 Smith Road, Cincinnati, OH, 45209
© Crew Capital 2023 - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.