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Adam Schneiberg

Founder at Shepherd Street Advisors

Adam Schneiberg is the founder of Shepherd Street Advisors, a boutique firm offering personalized financial planning and advice to professionals in their 40s and 50s, including lawyers, real estate executives, and entrepreneurs. With twelve years of institutional equity investing experience, Adam helps clients construct well-designed portfolios aligned with their goals. His focus on creating tailored financial roadmaps instills confidence in clients, enabling them to stay invested for long-term success. Adam's clients value his straightforward and diligent approach, seeking his expertise in organizing accounts, optimizing portfolios, retirement planning, tax reduction, college savings, charitable giving, and overall financial strategy. Adam holds an MBA in Finance from The Wharton School, a BA in Economics (cum laude) from the University of Michigan, and has a rich professional background in equity research, wealth management, and institutional sales.

Adam Schneiberg
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Location

San Francisco, California, United States