The team includes William F. Schaeneman Jr. and David R. Neal. Schaeneman joins the firm as a vice president and portfolio manager, and Neal as a financial adviser. In addition, Neal holds the chartered retirement planning counselor (CRPC) and chartered retirement plan specialist (CRPS) credentials from the College of Financial Planning.
Formerly with Merrill Lynch in Hartford for 12 years, Schaeneman is a native of Wakefield, Massachusetts. At Merrill Lynch he achieved the Chairman’s Club Recognition multiple times as well as the Charles E. Merrill Circle. Before that, he was a banking professional in commercial lending and private banking with several regional and money center banks.
Neal worked for Merrill Lynch in Hartford for seven years. He holds a bachelor’s degree in general economics from Eastern Connecticut State University, where he graduated cum laude.
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