Lerner Michael Schneider

Michael Schneider

Wealth Advisor
    

Michael Schneider: As a financial advisor at The Lerner Group, Michael is skilled at uncovering what matters to our clients and developing a plan to help achieve their goals. Michael works closely with clients to incorporate financial planning and estate reviews to provide a holistic approach to wealth management.

Prior to joining The Lerner Group in 2012, Michael served as a consultant at Capgemini where he optimized financial tracking and reporting for clients in the financial services industry. Michael graduated from the University of Illinois in Urbana-Champaign with a BA degree in Economics. He received his MBA from Northwestern University’s Kellogg School of Management and currently holds the FINRA Series 7 and 66 licenses.

Michael is actively involved with CURE (Citizens United for Research in Epilepsy) as well as Keshet.

Contact

The Lerner Group