18
Years of Industry Experience
2
Years with Neuberger Berman
Andrew Schumont, Senior Vice President, joined the firm in 2022. As a Wealth Advisor, Andrew works closely with his clients to create investment strategies that are customized to meet their unique financial objectives, with an expertise in the placement of assets across taxable, tax-exempt and trust accounts. Andrew also has extensive knowledge around the unique needs of Single Family Offices. Previously, he was at Fidelity Investments as a Relationship Manager within Fidelity Family Office Services for the past 15 years. Andrew received a BS in Finance from Eastern Michigan University and holds a Certified Financial Planner designation.
