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  • Douglas M. Balsam
    Douglas M. Balsam, CIMC

    Douglas M. Balsam, CIMA®
    Principal, Director of Institutional Consulting
    dbalsam@dimeoschneider.com

    Doug is a Principal and Director of Institutional Consulting at DiMeo Schneider & Associates, L.L.C., and serves as member of the firm’s Investment Committee. Doug is responsible for overseeing the firm’s institutional consultants and setting strategic direction for the firm’s institutional consulting business. Prior to joining the firm in 1998, he spent several years at the Boston-based investment management firm, Scudder, Stevens & Clark. Doug was a member of Profit Sharing Council of America’s Annual Plan Survey Committee and has been a featured speaker at their national conference. He is the co-author of The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons).

    Notable:

    • Committee member for the Greater Chicago Food Depository, a nonprofit food distribution and training center providing food for hungry people throughout Chicago
    • Certified Investment Management Analyst (CIMA®) from the Investment Management Consultants Association (IMCA) accreditation program at the Wharton School of Business
    • Accredited Investment Fiduciary Auditor (AIFA®) from the Center for Fiduciary Studies at the Joseph M Katz Graduate School of Business at the University of Pittsburgh
    • Master of Business Administration degree from Loyola University in Chicago (with honors)
    • Bachelor of Science degree in Finance at Miami University
  • Michael S. Benoit
    Michael S. Benoit, CFP, CIMA

    Michael S. Benoit, CFP™, CIMA®
    Managing Director, The Wealth Office™
    mbenoit@dimeoschneider.com

    Mike is Managing Director of The Wealth Office™ at DiMeo Schneider & Associates, L.L.C and one of the firm’s co-founders. He is a member of the Investment and Asset Allocation committees. Mike is a Certified Financial Planner (CFP™), providing investment counseling services to private foundations, corporate executives, family trusts, and other substantial investors. He has spoken at national conferences regarding professional money management, financial and estate planning, and is the co-author of The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons).

    Notable:

    • Member of the Financial Planning Association and the Investment Management Consultants Association
    • Certified Investment Management Analyst (CIMA®) from the Investment Management Consultants Association (IMCA) accreditation program at the Wharton School of Business
    • Certified Financial Planner (CFP™) from the College of Financial Planning
    • Bachelor’s degree from Bradley University
  • Robert A DiMeo
    Robert A. DiMeo, CFP

    Robert A. DiMeo, CFP™, CIMA®
    Managing Director, Co-Founder
    bdimeo@dimeoschneider.com

    Prior to co-founding DiMeo Schneider & Associates, L.L.C., Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group where he chaired the 401(k) consulting effort. He has been featured in prominent publications such as the Los Angeles Times, Crain’s Chicago Business, and Pensions & Investments and is the co-author of numerous texts including Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus Publishing) and The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons).

    Notable:

    • Board of Directors member for the Investment Management Consultants Association (IMCA)
    • Governance Board Member for Notre Dame High School
    • Advisory Board and Finance Committee member for Catholic Charities of Chicago
    • Certified Investment Management Analyst (CIMA®) from the Investment Management Consultants Association (IMCA) accreditation program at the Wharton School of Business
    • Certified Financial Planner (CFP™)
    • Bachelor’s degree from Bradley University
  • James B. Modelski
    James B. Modelski

    James B. Modelski, CFS
    Principal & Director of Communication & Education
    jmodelski@dimeoschneider.com

    Jim joined the firm in 1998 and works with institutional clients providing advice and counsel on all areas of fund oversight including spending policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring, and overall investment policy. He is also a member of the DiMeo Schneider & Associates’ Investment Committee which sets all investment policies for the firm, establishes the framework for the asset allocation and approves investment managers.

    Notable:

    • Member of the Investment Analysts Society of Chicago, the CFA Institute, the Chicago Council on Global Affairs and the Profit Sharing Council of America's (PSCA) Research Committee
    • MBA, Finance and Economics from Loyola University
    • BA from Columbia College
  • Matthew P. Porter
    Matthew P. Porter, CIMA

    Matthew P. Porter, CIMA®
    Principal, Director of Research Analytics
    mporter@dimeoschneider.com

    At DiMeo Schneider & Associates, L.L.C., Matt holds a variety of roles – Senior Consultant, Principal, and Director of Research Analytics, challenging firm members to think outside the box by embracing innovative ideas and knowledge-based development strategies. He advises institutional clients on a variety of topics including asset allocation, investment manager relations, and portfolio rebalances. Matt is also Chair of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation, and reviews and approves investment managers. He is the co-author of The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). Prior to joining the firm in 1998, Matt served as a Trust Officer in the Wealth Management Division at The Northern Trust Company.

    Notable:

    • Certified Investment Management Analyst (CIMA®) from the Investment Management Consultants Association (IMCA) accreditation program at the Wharton School of Business
    • Member of IMCA
    • Member of The Economic Club of Chicago
    • Bachelor of Science degree in Finance from the University of Illinois in Urbana-Champaign
  • Matthew R. Rice
    Matthew R. Rice, CFA, CAIA

    Matthew R. Rice, CFA, CAIA
    Principal, Chief Investment Officer
    mrice@dimeoschneider.com

    As a Principal and Chief Investment Officer at DiMeo Schneider & Associates, L.L.C., Matt directs the firm’s investment strategies, capital market analysis and forecasts, asset allocation, portfolio rebalancing, modeling, and alternative investments. As a member of the Investment Committee he helps set investment policy, establishes the framework for asset allocation, and approves investment managers. As a Senior Consultant, Matt advises a number of corporate and nonprofit clients. He is the co-author of The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons).

    Notable:

    • CFA Charterholder (Chartered Financial Analyst)
    • CAIA (Chartered Alternative Investment Analyst)
    • Bachelor’s degree in Economics from Northwestern University
    • Founding member of the Board of Directors for the Defined Contribution Institutional Investment Association (DCIIA)

     

  • William A. Schneider, CIMA
    William A. Schneider, CIMA

    William A. Schneider
    Managing Director, Co-Founder
    wschneider@dimeoschneider.com

    After a variety of leadership roles including Senior Vice President with Kidder, Peabody’s Prime Asset Consulting Group, Bill co-founded DiMeo Schneider & Associates L.L.C. He serves on the firm’s Investment Committee, providing institutional clients with over 24 years of investment expertise. Bill is an acknowledged authority in areas of institutional and nonprofit investment consulting and is the co-author of various texts including Designing A 401(k) Plan (Probus Publishing), Asset Management for Endowments and Foundations (McGraw Hill) and The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons).

    Notable:

    • Graduated from the University of Illinois in 1967 with advanced training in asset allocation and portfolio theory
    • Active artist, currently serving on the board of Oil Painters of America, with representation in galleries throughout the Midwest, Southwest and West Coast
  • Chad A. Tischer
    Chad A. Tischer, CFP

    Chad A. Tischer, CFP™
    Principal & Director of Consulting, The Wealth Office™
    ctischer@dimeoschneider.com

    Chad is a Principal & Director of Consulting for The Wealth Office at DiMeo Schneider & Associates, L.L.C., advising high net worth clients, family offices, endowments, and foundations.  Chad advises clients on a variety of topics including asset allocation, investment manager selection, and portfolio rebalances.  He is a member of the firm's Asset Allocation committee, an internal advisory group researching broad investment ideas and theories.  Chad is responsible for overseeing the firm's private client consultants and setting the strategic direction for the firm's private client consulting business.

    Notable:

    • Chicago Estate Planning Counsel member
    • Certified Financial Planner (CFP™)
    • Master of Business Administration from the Kellstadt Graduate School of Business at DePaul University
    • Auxiliary Board Member at Midtown Educational Foundation, Chair Board & Fundraising Committee
    • Auxiliary Board Member at Reading in Motion
    • Professional Advisory Council Member at Chicago Foundation for Women