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Nancy Skeans
Compliance Officer bij Schneider Downs Wealth Management Advisors LP
Profiel
Ms. Nancy L.
Skeans is a Chief Compliance Officer at Schneider Downs Wealth Management Advisors LP.
She has over 30 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high-net-worth individuals, foundations and pension plans.
As also a Managing Director, she manages the day to day activities of the Personal Financial Services practice.
Nancy is actively involved in researching investment vehicles and constructing diversified investment portfolios for clients that incorporate their specific income needs, risk tolerance and tax situations.
She is a Certified Public Accountant, a Certified Financial Planner practitioner, a member of the Financial Planning Association, the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
She has an M.S.
in Finance from the College for Financial Planning in Denver, Colorado, where she has also served as an adjunct faculty member in the Master’s Program.
She also holds an M.B.A.
in Accounting from Wright State University in Dayton, Ohio and a B.S.
in International Affairs from the United States Air Force Academy in Colorado Springs, Colorado.
Actieve functies van Nancy Skeans
Bedrijven | Functie | Begin |
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Schneider Downs Wealth Management Advisors LP
![]() Schneider Downs Wealth Management Advisors LP Investment ManagersFinance Schneider Downs Wealth Management Advisors LP (SDWMA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2000 and they are a subsidiary of Schneider Downs Financial Advisors LP. SDWMA offers investment management services to individuals, trusts, estates, pension plans, charitable organizations and business entities. | Compliance Officer | 01-01-2023 |
Opleiding van Nancy Skeans
The College for Financial Planning, Inc. | Graduate Degree |
Wright State University (Ohio) | Masters Business Admin |
United States Air Force Academy | Undergraduate Degree |
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Schneider Downs Wealth Management Advisors LP
![]() Schneider Downs Wealth Management Advisors LP Investment ManagersFinance Schneider Downs Wealth Management Advisors LP (SDWMA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2000 and they are a subsidiary of Schneider Downs Financial Advisors LP. SDWMA offers investment management services to individuals, trusts, estates, pension plans, charitable organizations and business entities. | Finance |