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Client specialties

  • Financial Planning
  • Performance Reporting
  • Portfolio Construction & Management

Marissa Schneider

Reporting Analyst

Bio

As a Reporting Analyst, Marissa focuses on portfolio construction, asset allocation, financial planning, and performance reporting. She also serves as a member of the firm’s investment committee.

Marissa started her career in the banking industry as an Apprentice and Business Banking Intern. Prior to joining Procyon, she worked as a Finance Intern for Ameriprise Financial, assisting with various planning software, facilitating client communication and relationships, and social media management. Marissa graduated from the University of Wisconsin with a B.S. degree, majoring in Financial Planning and a minor in Entrepreneurship.

Marissa resides in Fairfield, CT and enjoys working out, traveling, and cooking in her spare time.

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