David Brinkman, CFA , CPA, CFP®

David Brinkman, CFA , CPA, CFP® - Investment Relationship Manager
Schneider Downs Wealth Management Advisors, LP
 

David is an Investment Relationship Manager in our Columbus office with over 10 years of experience within the financial services industry. He predominantly works with high-net-worth individuals and families, not-for-profit entities, and retirement plans advising on various topics including holistic financial planning, income tax optimization, asset allocation and portfolio construction, and estate planning strategies. He specializes in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals. In addition, David is actively involved in the firm’s investment research process including strategic portfolio construction, on-going investment due diligence of new and existing investment managers, and other ad-hoc research.

David is a CFA® charterholder, a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNERTM practitioner, and a member of the Columbus Society of Financial Analysts and the American Institute of Certified Public Accountants (AICPA). He holds a B.S. in Accounting from the Fisher College of Business at The Ohio State University.

 

 
 
  “The most rewarding aspects of my profession are the development of meaningful, personal and professional relationships and helping clients build comprehensive, holistic plans to accomplish their unique, long-term financial goals and objectives.”  
 

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