Financial Poise

Financial Poise Faculty

Faculty are listed alphabetically by their Last Name.

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Bill Schick

Bill Schick, eMBA is a distinguished FCMO, Marketing Strategist and the Visionary Founder behind MESH Interactive (meshagency.com). With over two decades of experience in digital marketing, customer centricity and branding,…

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Matthew Schiff

Matthew B. Schiff  leads the Labor & Employment group at Sugar Felsenthal Grais & Helsinger, LLP. Matt represents management in defense of claims of discrimination retaliation, harassment, workers' compensation and employment…

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Amy Schiffman

Since founding Giving Tree Associates, Amy has helped her clients raise tens of millions of dollars via public and privatefunding sources. As a principal, Amy manages annual, capital and endowment…

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Adam Schlagman

Adam Schlagman is a practicing lawyer who has served as Editor-in-Chief for LJN, the newsletter division of ALM (American Lawyer Media) for more than 20 years.  The specialty journals: The…

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Philip Schmidt

Mr. Schmidt has worked for 33 years at The Packaging House, Inc. in Chicago, Illinois. Since joining his family’s business in June 1980, he has worked in many different areas…

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Ryan Schneer

Ryan is the Managing Member, CEO, and founder of Schneer IP Law. Ryan provides practical and innovative legal guidance to innovators, entrepreneurs, and creatives alike. Ryan is a former Patent…

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Andrew Schneider

Andrew is a founding partner of Archetype Capital Partners, Inc. One of the rare lawyers who actually likes math; he devotes his efforts to developing new models to accurately assess…

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Edward Schnitzer

Edward L. Schnitzer is a Partner at Womble Bond Dickinson (US) LLP. He represents creditor committees, creditors, litigation trustees, equity committees, and debtors, with particular expertise in bankruptcy litigation including…

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Larry Schoen

Larry is an attorney at Mintz Levin.  He specializes in complex financial litigation, with a particular focus on antitrust matters, class action defense, contract disputes, accounting and actuarial liability, trade…

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Neil Schoenblum

Neil Schoenblum is President and Co-Founder of Preservation Trust Company, Inc., which is conceived as a boutique Nevada trust company designed to afford highly personalized service to its clientele. Preservation…

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Roger Schoenfeld

Cross Keys Capital's Chicago office and is primarily focused on working with privately-held companies located in the Midwest and the Great Lakes area. With over 30 years of legal, financial…

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Vanessa J. Schoenthaler

Vanessa J. Schoenthaler focuses her practice on corporate and securities matters with an emphasis on private and public securities transactions, compliance and disclosure obligations and corporate governance matters. Her clients…

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Joy Schoffler

Joy is an award winning global brand strategist to business, government and high profile individuals. She is an expert at helping financial brands accelerate growth by building systems and messaging…

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Joseph Schorer

With a unique background as both a public company general counsel and partner-level law firm practitioner, Joseph U. Schorer handles finance, corporate, securitization, restructuring and securities matters. In his career…

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William H. Schorling

CLLA Member, William H. Schorling practices in the area of bankruptcy and corporate reorganization and is the chair of Buchanan Ingersoll & Rooney's Bankruptcy & Creditors' Rights Group. He has…

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Julie Schrager

As ArentFox Schiff's dedicated legal writing coach, Julie Schrager works one-on-one with her attorney colleagues to sharpen their writing skills. Specifically, Julie helps summer associates, associates and partners on memos,…

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Paul Schuldiner

Paul D. Schuldiner is Senior Vice President at Rosenthal & Rosenthal, a commercial finance company specializing in factoring and asset based lending. Paul leads the firm's newest division, Rosenthal Trade…

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Blake Schulman

Blake Schulman is a partner in Levenfeld Pearlstein’s Real Estate Group, where he represents institutional investors and developers in acquisitions and dispositions, financings, joint ventures, leasing, construction, and commercial real…

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David Schulman

David P. Schulman, CFP®,  Managing Director – Investments is a founding member of the Fuchs Schulman Wealth Management Group of Wells Fargo Advisors, and in charge of overseeing the group's…

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John Schumacher

Mr. Schumacher is a seasoned provider of valuation opinions and related financial advisory and consulting services in connection with strategic, tax & accounting and legal matters, respectively. His clients over his…

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Megan Schwab

Megan Schwab, CFP®, AIF® graduated from Biola University in 2018 with a degree in accounting. She is a Financial Planner for Apriem Advisors and now leads Apriem’s Foundational Asset Management…

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Steven Schwab

Steven Schwab joined Thoma Bravo as its Director of Compliance and Legal in 2015 and is based in Chicago. In his role, Steven is responsible legal, compliance and regulatory matters…

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George Schwabe

George Schwabe is a Partner at Executive Benefits Group, an insurance company offering insurance to businesses and individuals.  Benefits planning, communication, and cost containment are the result of many of the…

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Tricia Schwallier

Tricia Schwallier is a restructuring associate in the Chicago office of Kirkland & Ellis LLP. Tricia’s practice focuses on all aspects of corporate restructuring, bankruptcy and insolvency.

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Jordan Schwartz

Jordan B. Schwartz is a partner in Conn Maciel Carey's Washington, DC office. Mr. Schwartz advises employers on a wide range of complex employment-related issues and advises properties regarding all aspects of…

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Jeffrey Schwartz

Chair of the Creditors' Rights, Insolvency & Business Bankruptcy group, Jeff represents secured and unsecured creditors in out-of-court restructurings and business reorganizations under Chapter 11 of the Bankruptcy Code. He…

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William Schwartz

Bill is a partner in the Banking & Restructuring Group of Levenfeld Pearlstein, and concentrates his practice on representing borrowers and lenders in financial services, litigation (including bankruptcy) and workouts.…

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Heather Schwarz-Lopes

Heather Schwarz is an expert in building successful businesses and a financial banking veteran. She is currently the CSO and co-founder of EarlyShares.com. Conceived out of her frustration with the…

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