Meet the Team

William H. Schnieders
Principal
bill@schniederscapital.com
 

Bill is the co-founder of Schnieders Capital Management (SCM), along with his son Jim. He has spent over 50 years in the investment industry; as a broker, analyst, and a portfolio manager. He is a graduate of Loyola High School, and later graduated from UC Berkeley, where he majored in finance. He received his MBA from New York University's graduate school at night, after two years of service in the Military.

Bill began his investment career with Dean Witter in New York, and later became a partner with BWA Associates in Los Angeles. After BWA was purchased in the early 70's, Bill joined Smith Barney as Vice President of their portfolio advisory group. During this time, Bill was also involved as an adjunct professor of finance at the Pepperdine graduate school of business administration. In 1984, Bill joined Paine Webber as a Senior Vice President, Investments, and a Senior Portfolio Manager for their portfolio management group, where was employed until the founding of SCM in 2002.

 
James F. Schnieders, CFA
Principal
jim@schniederscapital.com
 

Prior to helping found SCM, Jim worked at William O'Neil & Company for nine years. William O'Neil is a highly regarded institutional investment firm and owned one of the world's largest equity research databases. They are also the parent company of the Investor’s Business Daily newspaper. While at William O'Neil, Jim specialized in providing investment research, ideas, and advice to some of the top financial institutions in the United States and Asia. Jim graduated with honors from UCLA and has also earned a CFA (Chartered Financial Analyst) designation. Jim is a member of the CFA Institute and has been involved with the Los Angeles Society of Financial Analysts.

John F. Schnieders, CFA, CFP®
Principal
john@schniederscapital.com
 

John joined Schnieders Capital Management as a principal in 2006. Before joining SCM, John worked for 12 years at William O'Neil & Company.  While at William O'Neil, John worked for over two years as an analyst directly with the company's founder Bill O'Neil, and for eight years advising institutional clients in the United States and Canada on the composition and allocation of investment portfolios. John holds a CFA (Chartered Financial Analyst) designation. Furthermore, John is also a CFP® or Certified Financial Planner helping SCM clients in their personal financial areas. John completed his undergraduate course work at UCLA where he earned Magna Cum Laude honors.

Most of our existing clients will know Wanda for her upbeat attitude and cheerful disposition. Wanda is highly organized and does a great job of handling many different tasks, including day to day client requests. Before working at Schnieders Capital Management in 2002, Wanda had worked as Bill's executive assistant at UBS Paine Webber. Prior to working at UBS Paine Webber, Wanda worked in the administration office at Pacific Alliance Hospital.

Sue is a highly-skilled professional who provides many administrative duties and assists in client services.  She is also SCM’s Chief Compliance Officer. Sue worked at UBS Paine Webber as a Client Service Associate for two years before joining SCM in 2002.

Stacey Alexander-Dunajski

Stacey joined Schnieders Capital Management in 2014 as a part-time administrative assistant and provides back office support and assists with client requests. Stacey also handles the office’s creative tasks having received her MFA in Visual Art from California State University Northridge in 2019.

Zoe joined SCM in 2018 where she assists with administration, back office support, client requests and opening new accounts. She graduated from UCLA with a BA in Political Science in 2003 and also has an MBA from Pepperdine's Graziadio School of Business and Management in 2006. Zoe has over 12 years of experience in the financial industry and extensive knowledge in project management.

Zoe Pandazos-Evans
zoe@schniederscapital.com

© 2019 by Schnieders Capital Management, LLC

Schnieders Capital Management, LLC is a Registered Investment Advisor. Schnieders Capital Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is information distribution.
Any communications with prospective clients residing in states or international jurisdictions where Schnieders Capital Management, LLC and its advisory affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

 

USE OF LINKS TO OTHER WEBSITES: This website may contain links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by SCM of the contents on such third-party websites. SCM is not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by SCM or a third party. SCM does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this website.

 

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