BACK

Client specialties

  • Financial Planning
  • Performance Reporting
  • Portfolio Construction & Management

Marissa Schneider

Investment Analyst

Bio

Marissa plays a crucial role as a Investment Analyst at Procyon, where she focuses on portfolio construction, asset allocation, financial planning, and performance reporting. Additionally, she serves as a member of the firm’s investment committee, contributing her insights and expertise to the decision-making process.

Marissa’s career journey began in the banking industry, where she gained valuable experience as an Apprentice and Business Banking Intern. Prior to joining Procyon, she worked as a Finance Intern for Ameriprise Financial, where she assisted with planning software, client communication and relationships, and social media management. These experiences have equipped her with a strong foundation in financial planning and a comprehensive understanding of client management.

Marissa graduated from the University of Wisconsin, where she earned a B.S. degree with a major in Financial Planning and a minor in Entrepreneurship. Her educational background provides her with the necessary knowledge and skills to excel in her role at Procyon.

With her focus on reporting and portfolio analysis, combined with her commitment to client satisfaction, Marissa contributes to Procyon’s dedication to providing comprehensive financial solutions. Her passion for financial planning and her well-rounded skill set make her a valuable asset to the firm and its clients.

Outside of her professional pursuits, Marissa resides in Milford, CT. In her leisure time, she enjoys working out, traveling, and cooking. These activities allow her to recharge and find inspiration outside of her work.

Relevant Links

Thought Leadership In the News