Products
Data Sets
Integrations
Services
FUNDRAISING NEWS | February 04, 2025
Commonwealth Financial Network announced the addition of Schneider Wealth Strategies, a former Cambridge Investment Research team managing over $320 million in client assets.
Led by David Schneider, who brings over three decades of wealth management experience, the team specializes in advising high-net-worth retirees, business owners, and professionals. The move also includes client service manager Wanda Mercado.
This recruitment comes after the speculation that Commonwealth was pursuing a sale of its minority stake, as reported by Dakota on January 29.
Written By: Dakota
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
