Robert (Bob) Schneeweis was Founder and President of Schneeweis Capital Management where for 20+ years he developed and managed investment portfolios for high net worth individuals and small businesses. Prior to that Bob has been a manager of Trust Operations for US Bank and Director of Planning and Financial Reporting for Norwest Corporation (now Wells Fargo). Bob practiced as a CPA for over 20 years, holds an MBA from the University of St. Thomas and an undergraduate degree from St. John's University in Accounting and Economics.
Here at S Capital Wealth Advisors, we have provided trusted quality investment advice to individuals and financial institutions for over 25 years. The guiding principal behind our success has been to meet each client where they are at, and engage them in the conversations of their finances to help educate them and guide them through the maze of the financial information in today’s world. We believe in educating clients as to their investment alternatives and in helping guide clients in developing goals and investment strategies which reflect the most current approaches to investment design, focusing equally on portfolio growth and risk management.
The truth is that financial markets and financial opportunities have changed dramatically over the past decades, and alternative investments exist today which provide new risk and return opportunities not easily available through traditional stock and bond investments. Today new risk management approaches exist which seek to limit exposure to downside returns while potentially offering investors participation in upside return opportunities.
Meet the Team
Founder and CEO
Tom Schneeweis is internationally know in the area of investment management. He has published three books as well as numerous articles on asset allocation and risk management as well as the role of alternative assets in investment management. He has been the Michael and Cheryl Philipp Professor of Finance at the School of Management at the University of Massachusetts in Amherst, Massachusetts, Director of the Center for International Securities and Derivatives Markets at the Isenberg School of Management, University of Massachusetts. He was the founding editor of The Journal of Alternative Investments, and the co founder of the internationally recognized "Certified Alternative Investment Analyst" designation. In addition he was the co founder of the Institute for Global Asset and Risk Management, and the Chartered Alternative Investment Analyst Foundation.
Sarah Johnson is a Registered Investment Advisor Representative with S Capital and is the firm's Director of Business Development and Compliance. Sarah is an important part of our team working with our clients in the areas of financial literacy of women as well as in helping families access new opportunities for growth while monitoring risk. Sarah holds a Masters of Science from the University of Wisconsin-Stout and a B.A. from The College of St. Benedict. Sarah has counseled individuals and families in highly specialized areas of nutrition in her own private practice. Her background in helping individuals and families develop goals and implement change is unique and a wonderful resource to our clients.
Jay is a Registered Investment Advisor Representative with S Capital. He joined the firm after retiring from a highly successful 35 year career as a strategic sales and marketing executive with General Mills. Jay was one of General Mills original team of Trade Directors, and is recognized as an expert in trade marketing, driving trade spending efficiency and effectiveness. He earned his MBA at the Anderson School of Management, UCLA. Jay’s passions include his family, the lake, any sports his kids are playing and investing. He has managed his portfolio his entire career, partnering with S Capital Wealth Advisors for the last 22 years. He and his wife Becky live in Wayzata, Minnesota.
Director of Research
Kathy Wilkens is a Registered Investment Advisor Representative with S Capital. She received her Ph.D. in Finance from the Isenberg School of Management, University of Massachusetts, Amherst, where she continues to teach financial modeling, investments and international finance part-time online from South Florida. Kathy is also a research associate for the Center for International Securities and Derivatives Markets and has a long history of advancing research and education in the alternative investment space. She previously served on the advisory board of the Chartered Alternative Investment Association and as its full time director of curriculum. An accomplished figure skater, she continues to enjoy the sport as a member of the Pembroke Pines Figure Skating Club.
As S Capital’s Manager of Reporting and Analytics, Bob works to offer clients a greater range of personalized online access and reporting. Bob received his B.A. from St. John’s University and has worked in management, administration and development of non-profit programs for both Tubmann Family Alliance and The Link in Minneapolis, Minnesota. Bob is also active as a teacher and performer of jazz and classical piano in the Detroit Metro Area. Bob’s strong technical skills allow him to create models which provide our clients with the ease and efficiency of communication they need to understand and interact with their accounts.
Investment Advisory Committee
Patricia Bonnett is the firm's Director of Operations and oversees customer relations, client reporting and firm accounting functions. Working with Tom, Pat is also the Assistant Editor of the Journal of Alternative Investments. Previously, Patricia was Vice President of Marketing for Chartpak, Inc. in Leeds, MA. She received her MBA from Western New England University.
Hossein Kazemi has worked extensively in the areas of Hedge fund performance analysis and investment strategy replication concepts. He is a Professor of Finance at the University of Massachusetts and is the Associate Director of the Center for International Securities and Derivatives Markets at the School of Management. He is also a Chartered Financial Analyst and has served as a consultant in the areas of asset allocation and risk management.
Edward Szado has worked extensively on asset allocation and risk managed programs. Ed is an Assistant Professor of Finance at Providence College. He is also the Director of Research at the Institute for Global Asset and Risk Management and received his Ph.D. in Finance from the Isenberg School of Management, University of Massachusetts, Amherst. He has taught Risk Management at the Boston University School of Management. He is a former options trader and his experience includes product development in the areas of volatility based investments and structured investment products. He is also a Chartered Financial Analyst and has consulted for the Options Industry Council, the Chicago Board Options Exchange, the Chartered Alternative Investment Analyst Association and the Commodity Futures Trading Commission.
Satya Das, CFA, CAIA, FRM has worked on designing, trading and managing systematic traditional and alternative asset tracking programs. He is a Ph.D. student in Finance at the University of Massachusetts. Prior to attending UMass, Satya worked at Alternative Investment Analytics for more than 5 years, mostly in designing and managing commodity and asset tracking programs. He has extensive knowledge of alternative investment products and strategies. He has volunteered for the CAIA association for grading exams and developing questions. Satya has an MSF from Clark University, Worcester, Massachusetts, and a B.Tech in Civil Engineering from Indian Institute of Technology, Mumbai.