Contact Us

DiMeo Schneider & Associates, L.L.C.
500 West Madison Street, Suite 3855
Chicago, IL 60661-4593
800.392.9998
312.853.1000

Manager of First Impressions/Receptionist:
Patricia Murphy

Principals:
Douglas Balsam
Michael Benoit
Robert DiMeo
James Modelski
Matthew Porter
Matthew Rice
William Schneider
Chad Tischer

INSTITUTIONAL/NONPROFIT CONSULTING:
Director of Institutional Consulting:
Douglas Balsam

Senior Investment Consultants:
Linda Coffey
Robert DiMeo
Steven Dufault
James Jensen
James Modelski
Sam Pollack
Matthew Porter
Matthew Rice
William Schneider
Stephen Spencer

Investment Consultants:
Brian Carlson
Jessica Ludwig
Jeff Barrow

Associate:
Brian White

THE WEALTH OFFICE™:
Managing Director, The Wealth Office™:
Michael Benoit

Director of Consulting, The Wealth Office™:
Chad Tischer

Director of Taft-Hartley Consulting:
Jeff Benoit

Senior Investment Consultants:
Jonathon Fellows
Adam Newell

Investment Consultants:
Nick Breit
Deborah Canale
Joe Cortese
Alexander Hock

Performance Analysts:
Julia Chou
Aimee O'Connor

Service Associates:
Eileen Callahan
Daniel Konow

MARKETING/MEDIA/SALES:
Marketing Associates:
Jenna Friedman
Megan McKechnie

Senior VP of Business Development:
John Palda

Business Development Consultant:
Terry Sidlow

FIRM PROFESSIONALS:
Chief Administrative Officer:
Scott Blim

Director of Operations:
Laura Krelle

Senior Operations Associate:
Susan Lerche

Associate:
Cory Riddle

 

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DiMeo Schneider & Associates, L.L.C.

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INVESTMENT RESEARCH:
Chief Research Officer:
Matthew Rice

Manager of Investment Analytics:
Trina Sweet

Manager of Investment Search:
Geoffrey Strotman

Senior Investment Analyst:
Jacqueline Rondini

Senior Alternative Investment Analyst:
Todd Leedy

Research Analysts:
Bryce Anderson

PERFORMANCE ANALYTICS:
Performance Analytics Team Leader:
Mike O'Neill

Senior Performance Analyst:
Angela Repta

Performance Analysts:
Andrew Maccioli
Corie Mathews
Corey Waddell
Brian White

FOR MONEY MANAGERS
To insure we have the most current and accurate information about your firm and investment products, we encourage you to update this information on eVestment Alliance. This is the primary repository for investment manager information for DiMeo Schneider & Associates, L.L.C. If you submit your firm and product information to the eASE Database, please continue to do so for all appropriate products. Since we utilize this database as a tool for identifying, sourcing and monitoring managers, it is imperative that the database be populated to the fullest extent soon after quarter-end.

Also, please e-mail the following information to Geoffrey Strotman, Manager of Investment Search.

  • Most recent Form ADV I and II
  • Marketing materials
  • Market commentary for the most recent quarter

We will contact you as additional information is needed.