The Financial Services Network Portfolio Consulting Services
As Vice President of Portfolio Consulting for The financial Services Network, Jeff Schnoebelen’s role is to facilitate portfolio design, provide due diligence, and manage trading personnel. His primary focus is designing optimal portfolios that integrate with the continual changing economic environment. Jeff also verifies proper trade execution and account management, and he ensures The Network’s custodians are deliver first class execution prices and timing on trading transactions. His help and oversight affords advisors more time to focus on nourishing long-lasting client relationships.
With a long history in portfolio consulting, Jeff has worked alongside Jeremy Olen for more than a decade. Prior to joining The Network he spent several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. A graduate of CSU Sacramento with a degree in finance, Jeff's experience also includes the daily evaluation of Wall Street mutual funds, managing trades, corporate actions, contributions, and redemptions.