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DiMeo Schneider & Associates

Our Professionals

Firm Leadership

Robert DiMeo

Chief Executive Officer

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Mark Wetzel

Managing Partner, President

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Julie E. Vander Weele 

Chief Operating Officer

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Douglas Balsam

Managing Partner, Director of
Institutional Consulting

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Michael Benoit

Managing Partner, Senior Consultant,
The Wealth Office®

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Patrick Chase

Director of Enterprise Applications

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Tracey Flynn

Director of Middle Office Investment Operations

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Jenna Friedman

Director of Marketing

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Ryan Gardner

Managing Partner, Senior Consultant

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Michael Goss

Managing Partner, Senior Consultant

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Maura Goulart

Director of Client Analytics (Allocation)

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Monica N. Harrison

Director of Finance & Accounting

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Christopher Kachmar

Partner, Chief Market Strategist

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Matthew Kaminski

Partner, Research Director -
Global Private Markets

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Megan Keithley

Director of Client Services

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Bradford Long

Partner, Research Director -
Global Public Markets

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Jessica Ludwig

Partner, Associate Director of Institutional Consulting

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Katherine Marino

Director of Client Analytics
(Defined Contribution)

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Adam Newell

Partner, Director of Consulting,
The Wealth Office®

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Anthony Novara

Principal, Research Director - Global Hedge Fund Strategies and Capital Markets

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Kristina Orona

Director of Human Resources

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William Parker

Associate Director of Wealth Consulting, The Wealth Office®

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Matthew Porter

Managing Partner,
Executive Research Director

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Matthew Rice

Managing Partner,
Chief Investment Officer

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Lisa Tamburini

Chief Compliance Officer

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Anthony Tranghese

Managing Partner, Director of Institutional Consulting

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Consultants & Partners

Robert DiMeo

Chief Executive Officer

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Mark Wetzel

Managing Partner, President

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Chatelaine Achterberg

Consultant

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Gregory Adams

Consultant

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Eileen Allgrove

Senior Consultant, The Wealth Office®

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Mark A. Baker

Regional Director, Senior Consultant

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Douglas Balsam

Managing Partner, Director of
Institutional Consulting

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Jeffrey Benoit

Director of Taft-Hartley Consulting

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Michael Benoit

Managing Partner, Senior Consultant,
The Wealth Office®

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Scott Boulton

Consultant

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Nicholas Breit

Principal, Director of Financial Planning

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Shreya Canakapalli

Senior Consultant

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Jeffrey Capone

Partner, Senior Consultant

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Brian Carlson

Partner, Senior Consultant

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Michael Chase

Partner, Senior Consultant

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Joseph Cortese III

Principal, Senior Consultant

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Polina Rabinovich Crotty

Consultant, The Wealth Office®

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Steven Dufault

Defined Contribution Practice Leader, Senior Consultant

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Colleen Dumke

Consultant,The Wealth Office®

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Michael Emerson

Senior Consultant, The Wealth Office®

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Ahmed Farruk

Regional Director, Senior Consultant

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Jonathon Fellows

Partner, Senior Consultant,
The Wealth Office®

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Bill Fisher

Senior Consultant

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Devon Francis

Partner, Senior Consultant

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Taylor Furmanski

Consultant

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Ryan Gardner

Managing Partner, Senior Consultant

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Laura Gineo

Senior Client Analyst, Team Lead

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Guadalupe Gómez

Consultant, The Wealth Office®

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Michael Goss

Managing Partner, Senior Consultant

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Maura Goulart

Director of Client Analytics (Allocation)

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Lindsay Green

Client Service Associate,
The Wealth Office®

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Sarah Hinman

Senior Consultant, The Wealth Office®

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James Jensen

Partner, Senior Consultant

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Christine Jordan

Consultant,The Wealth Office®

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Jonathan Joseph

Senior Consultant

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Christopher Kachmar

Partner, Chief Market Strategist

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Megan Keithley

Director of Client Services

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Jessica Ludwig

Partner, Associate Director of Institutional Consulting

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Katherine Marino

Director of Client Analytics
(Defined Contribution)

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Carol McShera

Consultant

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James Modelski

Partner, Senior Consultant

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Ryan Murphy

Senior Consultant

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Peter Nadeau

Partner, Senior Consultant

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Adam Newell

Partner, Director of Consulting,
The Wealth Office®

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Kevin O’Brien

Partner, Senior Consultant

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William Parker

Associate Director of Wealth Consulting, The Wealth Office®

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Karen Paulson

Partner, Senior Consultant

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Kathryn Pizzi

Senior Consultant

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Tyler Polk

Partner, Senior Consultant

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Matthew Porter

Managing Partner,
Executive Research Director

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Stephen Proffer

Consultant, Market Strategist

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Eric Ramos

Consultant

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Matthew Rice

Managing Partner,
Chief Investment Officer

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Paula Romanchuk

Consultant

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Jacqueline Rondini

Senior Consultant

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Christopher Rowlins

Partner, Senior Consultant

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Andrew Salak

Senior Consultant, The Wealth Office®

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Brian Samuels

Senior Consultant

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Joseph Scime

Senior Consultant, The Wealth Office®

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Vincent Smith

Partner, Senior Consultant

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Stephen Spencer

Senior Consultant

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Joe Syron

Senior Consultant

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David Thome

Senior Consultant, The Wealth Office®

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Chad Tischer

Partner

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Ryan Tracy

Senior Consultant, The Wealth Office®

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Anthony Tranghese

Managing Partner, Director of Institutional Consulting

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Ryan Walter

Senior Consultant

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Brian White

Senior Consultant

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Leslie Whitney

Partner, Senior Consultant

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Altan Wuliji

Senior Consultant, The Wealth Office®

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Research & Analytics

Jacob Anderson

Performance Analyst

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Matthew Babiash

Senior Research Analyst - Operational Risk

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Aaron Bassin

Performance Analyst

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Dylan Borgel

Client Analyst

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Richard Carey

Client Analyst

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Sarah Cowenhoven

Research and Operations Analyst

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Zhomart Dairov

Data Analyst

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Michael Degnan

Research Analyst – Global Public Markets

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Joseph Diogostine

Client Analyst

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Daniel Duffy

Senior Performance Analyst, Team Lead

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Oakley Duryea

Senior Research Analyst -
Global Public Markets

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Sheena Effendi

Performance Analyst

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David Fontaine

Senior Performance and Operations Analyst

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Matthew Fratini

Senior Client Analyst

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Andrew Furney

Research Associate -
Global Hedge Fund Strategies

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William Garcia

Senior Performance and Operations Analyst

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Chris Gluckman

Performance Analyst

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Peter Goode

Performance Analyst

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Joel Hainsfurther

Senior Research Analyst - Global Public Markets

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Anne Haynes

Senior Client Analyst

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Matt Holland

Research Associate -
Global Public Markets

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Bradley Johnson

Senior Performance Analyst, Team Lead

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Gavin Johnson

Client Analyst

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Andre Joyner

Client Analyst

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Christopher Kachmar

Partner, Chief Market Strategist

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Matthew Kaminski

Partner, Research Director -
Global Private Markets

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Ellen Kazembe

Performance Analyst

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Mike Kopec

Client Analyst

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Eric Kraus

Client Analyst

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Christopher Ledwith

Senior Research Analyst -
Global Public Markets

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Drew Ledwith

Senior Research Associate -
Global Public Markets

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Daniel Lojko

Senior Client Analyst

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Bradford Long

Partner, Research Director -
Global Public Markets

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Robert Lowry

Senior Research Analyst -
Global Public Markets

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Matthew Marwitz

Manager of Performance Analytics

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Peter Mazzaferro

Performance Analyst

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Andrea McAndrew

Senior Research Analyst - Global Hedge Fund Strategies

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Sean McCaffery

Research Analyst - Global Public Markets

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Collin McGee

Senior Research Associate -
Global Public Markets

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Mike Migut

Performance Analyst

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Tyler Nichols

Manager of Performance Analytics

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Ahmad Nouman

Data and Performance Analyst

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Anthony Novara

Principal, Research Director - Global Hedge Fund Strategies and Capital Markets

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Griffin Olejarz

Client Analyst

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Jessica Ouellette

Client Analyst

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Angelique Pappas

Senior Research Analyst -
Global Private Markets

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Sapan Patel

Client Analyst

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Matthew Porter

Managing Partner,
Executive Research Director

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Stephen Proffer

Consultant, Market Strategist

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Matthew Rice

Managing Partner,
Chief Investment Officer

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Brian Rooke

Senior Research Associate -
Global Private Markets

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Kedar Satyanand

Research Associate - Global Public Markets

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Ryan Schultz

Senior Research Analyst -
Global Public Markets

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Kyle Sherman

Client Analyst

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Michael Sloan

Performance Analyst

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Matthew Smith

Senior Research Analyst - Global Public and Global Private Markets

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Kelly Spencer

Senior Client Analyst

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Michael Sustarsic

Senior Research Analyst -
Global Private Markets

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Paige Thompson

Client Analyst

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Marc Ursin

Senior Performance Analyst

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Pooja Vyas

Research Associate -
Global Private Markets

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Michelle Wang

Performance Analyst

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Alex Weiss

Performance Analyst

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Matthew Witt

Performance Analyst

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Susan Woytowicz

Senior Client Analyst

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Client Service

Robert Englert

Client Service Associate,
Discretionary Practice

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Gibson Gaite

Client Service Associate,
The Wealth Office®

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Ryan Haskamp

Client Service Associate, Institutional

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Andrew Krcatovich

Investment Operations Specialist – Discretionary Practice

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Frank Locatell

Financial Wellness Coordinator

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Ivette Marquez

Client Service Associate, Institutional

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Christie Merrill

Senior Client Service Associate

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Kiaina Phillips

Senior Client Service Associate, Institutional

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David Reynolds

Financial Wellness Coordinator

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Felicia Robinson

Senior Middle Office Associate

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Nick Santangelo

Client Service Associate,
The Wealth Office®

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Barrett Scott

Consultant, The Wealth Office®

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Sandra Sergiyenko

Senior Client Service Associate, The Wealth Office®

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Rakhi Shah

Client Service Associate, The Wealth Office®

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Mackenzie Sherman

Client Service Associate

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Cindy Vitek

Client Service Associate

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Compliance & Operations

Julie E. Vander Weele 

Chief Operating Officer

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Jenna Antonelli

Senior Marketing Associate

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Michael Benoit

Managing Partner, Senior Consultant,
The Wealth Office®

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Patrick Chase

Director of Enterprise Applications

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Christian Coleman

Partner, Director of Business Development

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Sydney Evans

Human Resources Generalist

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Tracey Flynn

Director of Middle Office Investment Operations

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Jenna Friedman

Director of Marketing

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Carrie Gallo

Marketing Associate

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Nicklaus Harrington

Marketing Associate

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Monica N. Harrison

Director of Finance & Accounting

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Nathan Judas

Compliance Officer

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Kristen Klaus

Senior Marketing Associate

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Elaine Krol

Director of First Impressions

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Carol Morelli

Executive and Operations Generalist

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Michelle Moreno

Executive & Office Operations Generalist

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Patricia Murphy

Director of First Impressions

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Gonzalo Nuñez

Senior Accounant

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James O’Brien

Business Development Associate

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Bob Ochenkowski

Compliance and Operations Associate

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Kristina Orona

Director of Human Resources

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Maggie Percival

Accounting Manager

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Deborah Ranicar

Marketing Associate

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Rebecca Salinas

Finance & Operations Associate

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Arielle Schwartz

Marketing Associate

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Lisa Tamburini

Chief Compliance Officer

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Priscilla Tang

Senior Accountant, Billing Lead

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As of April 1, 2020, Fiduciary Investment Advisors became a subsidiary of DiMeo Schneider and anticipates full integration by January 1, 2021.