Scott Roger Snyder
Algemeen Directeur bij Newton One Investments LLC
Profiel
Mr. Scott R.
Snyder, CFA MBA, is a Managing Partner at Newton One Investments LLC.
He discovered his passion for financial strategy when he realized the power of investing to make a difference in peoples’ lives.
He has over 20 plus year career on the commitment to help individuals and families reach for their lifelong goals through financial independence, focusing on designing highly customized plans geared towards long-term results.
He holds a BS in Accounting from Bloomsburg University and an MBA in Finance from Temple University, as well as membership in the CFA Institute, the Financial Planning Association, and the Investments & Wealth Institute.
He is a CFA charterholder, CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, and Certified Private Wealth Advisor.
Actieve functies van Scott Roger Snyder
| Bedrijven | Functie | Begin |
|---|---|---|
Newton One Investments LLC
 Newton One Investments LLC Investment ManagersFinance Newton One Investments LLC, dba N1 Advisors, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newark, Delaware. The firm was founded in 2001 and formerly known as Newton One Advisors LLC. N1 Advisors provides financial planning, portfolio management and pension consulting services to individuals, high net worth individuals, retirement plans, corporations, and trusts. | Algemeen Directeur | 01-04-2003 |
Eerdere bekende functies van Scott Roger Snyder
| Bedrijven | Functie | Einde |
|---|---|---|
Philadelphia International Advisors LP
 Philadelphia International Advisors LP Investment ManagersFinance Founded in 2002, Philadelphia International Advisors LP is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Philadelphia International Partners LP. They provide investment advisory services to a wide range of clients including public pension plans, corporations, Taft-Hartley plans, defined benefit plans, defined contribution plans, sub-advised funds, commingled funds, endowments, foundations, religious organizations, individuals (personal assets, estates, trusts), managed account (wrap) platforms, UMA platforms (non-discretionary) and others. | Corporate Officer/Principal | 01-01-2003 |
Opleiding van Scott Roger Snyder
| Bloomsburg University of Pennsylvania | Undergraduate Degree |
| Temple University (Pennsylvania) | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Philadelphia International Advisors LP
Philadelphia International Advisors LP Investment ManagersFinance Founded in 2002, Philadelphia International Advisors LP is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Philadelphia International Partners LP. They provide investment advisory services to a wide range of clients including public pension plans, corporations, Taft-Hartley plans, defined benefit plans, defined contribution plans, sub-advised funds, commingled funds, endowments, foundations, religious organizations, individuals (personal assets, estates, trusts), managed account (wrap) platforms, UMA platforms (non-discretionary) and others. | Finance |
Newton One Investments LLC
Newton One Investments LLC Investment ManagersFinance Newton One Investments LLC, dba N1 Advisors, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newark, Delaware. The firm was founded in 2001 and formerly known as Newton One Advisors LLC. N1 Advisors provides financial planning, portfolio management and pension consulting services to individuals, high net worth individuals, retirement plans, corporations, and trusts. | Finance |
