David Christian Brinkman

David Christian Brinkman

Analyst-Equity presso Schneider Downs Wealth Management Advisors LP

Finance
Consumer Services

Profilo

Mr. David C.
Brinkman is an Investment Relationship Manager at Schneider Downs Wealth Management Advisors LP.
He specializes in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.
In addition, he is actively involved in the firm’s investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.
He has over 10 years of experience within the financial services industry.
He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation and portfolio construction, and estate planning strategies He is a CFA charter holder, a Certified Public Accountant, a Certified Financial Planner practitioner, and a member of the Columbus Society of Financial Analysts and the American Institute of Certified Public Accountants.
He holds a B.S.
in Accounting from the Fisher College of Business at The Ohio State University.

Posizioni attive di David Christian Brinkman

SocietàPosizioneInizio
Analyst-Equity 01/05/2016
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Formazione di David Christian Brinkman

Fisher College of Business Undergraduate Degree

Esperienze
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Aziende private

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