JEANETTE SCHNEIDER, CDFA
CEO & FOUNDING PARTNER
Jeanette Schneider, CDFA®, is the Chief Executive Officer and founding partner of the Woelf Royce family of companies, which includes private wealth management, family office and advisory services. Her career in finance, wealth management and institutional philanthropy spans two decades and was informed by her studies in portfolio construction and investment management at The Wharton School at University of Pennsylvania. She was most recently Head of Client Services at Reflection Asset Management, and prior to that she spent twenty-three years at Bank of America Private Bank where she retired as a Senior Vice President, Private and Institutional Client Advisor.
Jeanette was inducted into the Nevada Women’s Chamber Hall of Fame for Leadership in 2015. In 2016, Jeanette launched the very first co-branded women’s network at Bank of America and Merrill Lynch and it currently boasts the largest membership in the country. That same year she was also recognized as a Vegas, Inc. Woman to Watch, and took part in the Merrill Lynch and Age Wave Study on Woman and Wealth. Jeanette served on the Bank of America Foundation in Nevada for thirteen years where she got a first hand look at how thoughtful advice and public/private partnerships can come together to create real change - hands-on expertise she then utilized to assist foundations, endowments and is an expert in institutional philanthropy. She personally stewarded the largest-ever gift in the Girl Scouts of America history, and shortly thereafter was honored as a Trailblazer by The Girl Scouts of Southern Nevada.
Jeanette is currently the Endowment Chair of Make A Wish Nevada and serves on the Executive Committee. She also holds a Certified Divorce Financial Analyst designation.
JASON BRITTON, CSFA
CIO & FOUNDING PARTNER
Jason Britton is the Chief Investment Officer and Co-Founder of the Woelf Royce Family of Companies. Prior to joining Woelf Royce, Jason served as the Founder and Chief Investment Officer for an SEC Registered Investment Advisory Firm, where he was responsible for advising on over $6 billion in assets for over 100 Ultra High Net-Worth families and institutions as well as creating and managing ETFs and Mutual Funds.
Jason is an adjunct professor of finance and has taught at Yale University, The Wharton School, MIT, and UCLA and is a process patent holder for his unique methodology for security selection. He is a published author, frequent presenter in financial media including Bloomberg and Schwab TV, and is an award-winning thought leader in the investment management space. He was named a Five-Star Adviser by Investment News, has won asset manager of the year recognition by Family Wealth Report, and has been identified as a Luminary Award winner by ThinkAdvisor.
Complementing his private wealth experience and academic notoriety, Jason has served in senior executive roles in the institutional wealth management space as well, with a 10-year distinguished career as Managing Director and Co-Head of Thematic Investing in the Office of the CIO for Bank of America/Merrill Lynch. Prior to Bank of America, he served in the investment management division of Barclays, and he began his career on Wall Street at Lehman Brothers. Jason holds a BSBA from Georgetown University’s McDonough School of Business, a Master’s Degree from Yale University, an Advanced Certificate in Measurement from Duke University’s Fuqua School of Business and is a CSFA Charter holder.