Wealth Management for Wealth Management for UVA & Darden Alumni
As a Darden School of Business alum and fiduciary advisor based in Brooklyn, I understand the unique financial situations many UVA graduates face — from equity compensation and career transitions to building long-term wealth while balancing family and professional goals.
I provide straightforward, conflict-free advice with no product pushing or big-firm politics. My focus is simple: deliver clear, personalized strategies that put your long-term interests first.
Our Approach
As a fellow Darden alum, I understand the drive, ambition, and complexity that comes with a UVA education and career. Whether you’re navigating RSU vesting, preparing for a business exit, managing concentrated stock positions, or planning for your family’s future, I offer transparent, fiduciary guidance designed to protect and grow your wealth the right way.
Unlike traditional wirehouses that often push high-commission products and have built-in conflicts of interest, I operate with full transparency and 100% fiduciary duty.
My focus is simple: deliver clear, personalized strategies that put your long-term interests first, with no hidden fees or product commissions.
Traditional Broker / Wirehouse
High commissions & hidden fees
Product push & conflicts of interest
Generic advice
Schroeder Capital Management
Transparent, flat or AUM-based fees
100% fiduciary — no product commissions
Personalized cross-border strategy
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Important Disclosure: This comparison is for illustrative and educational purposes only. Actual results will vary. Schroeder Capital Management, LLC is a Registered Investment Advisor in the State of New York. All investing involves risk of loss. Past performance is not indicative of future results. No client is guaranteed to achieve the same results.