Drew M. Schneller, CFA, Portfolio Manager

Drew M. Schneller, CFA

Portfolio Manager

Drew has 30 years of investment industry experience.

Prior to joining Welch & Forbes in 2008, he was Managing Director and Co-Head of Investments at Wilmington Trust (Bingham Legg Advisers). He also held positions at State Street Bank, Bank of Boston and Moseley Securities.

Drew received his Bachelor’s degree from Franklin & Marshall College and an MBA from The Johnson School at Cornell University. He is a CFA charterholder. Drew is assisted by Mary Steele, who has been with the firm for 16 years. He is also assisted by Casey Barron, who has been with the firm for 6 years.

  • Member, Boston Security Analysts Society
  • Member, CFA Institute
  • Member, The Boston Economic Club
  • Member, Omnicron Delta Epsilon
    (honor society in economics)
  • Member, Boston Estate Planning Council