Meet the Team

Meet the SCM Team

William H. Schnieders

Bill is the founder of SCM, along with his son Jim. He has spent forty years in the investment industry; as a broker, analyst,and a portfolio manager. He is a graduate of Loyola High School, and later graduated from UC Berkeley, where he majored in finance. He received his MBA from New York University's graduate school at night, after two years of service in the military.

Bill began his investment career with Dean Witter in New York, and later became a partner with BWA Associates in Los Angeles. After BWA was purchased in the early 70's, Bill joined Smith Barney as Vice President of their portfolio advisory group. During this time, Bill was also involved as an adjunct professor of finance at the Pepperdine graduate school of business administration. In 1984, Bill joined Paine Webber as a Senior Vice President, Investments, and a Senior Portfolio manager for their portfolio management group, where he has been employed until the founding of SCM.

James F. Schnieders, CFA

Prior to helping found SCM, Jim worked at William O'Neil + Co Inc. for nine years. William O'Neil is a highly regarded institutional investment firm and owners of one of the world's largest equity research databases. While at O'Neil, Jim specialized in providing investment research, ideas, and advice to some of the top financial institutions in the United States and Asia. Jim graduated with honors from UCLA and has also earned a CFA (Chartered Financial Analyst) designation. Jim is a member of the CFA Institute and has been involved with the Los Angeles Society of Financial Analysts.

John C. Schnieders, CFA, CFP

John Schnieders CFA, CFP, joined Schnieders Capital Management in a principal capacity on 7/1/06. John will be helping Bill and Jim manage your portfolio's going forward. John is familiar with SCM's overall structure and services as he has been an advisor to the firm as a William O'Neil representative since SCM's founding. Before joining Schnieders Capital Management, John worked for 12 years at William O'Neil & Company, which is an institutional investment advisor, as well as the parent company of the Investors Business Daily newspaper. While at William O'Neil & Company, John worked for over two years as an analyst directly with the company's founder Bill O'Neil, and for eight years advising institutional clients in the United States and Canada on the composition and allocation of investment portfolios. John holds a CFA or Chartered Financial Analyst designation. Furthermore, John is also a CFP® or Certified Financial Planner and looks forward to helping SCM clients in their personal financial areas. John completed his undergraduate course work at UCLA where he earned Magna Cum Laude honors.

Wanda Bautista,

Most of our existing clients will know Wanda for her always upbeat attitude and cheerful disposition. Wanda is highly organized and does a great job of handling many different tasks, including day to day client requests. Previously, Wanda had worked as Bill's executive assistant at UBS Paine Webber. Prior to working at UBS Paine Webber, Wanda worked in the administration office at Pacific Alliance Hospital.

Sue Bryant,

Sue Bryant  joined Schnieders Capital Management in September 2002. Sue is a highly-skilled professional, proficient in most computer software programs, who opens new accounts, updates cost basis, and assists in client services. She brings much administrative experience to Schnieders Capital Management. Sue worked at UBS Paine Webber as a Client Service Associate from May 2000 to September 2002.  

Stacey Alexander-Dunajski

Stacey joined Schnieders Capital Management in 2014 and assists in administration, back office support, and client request.  Stacey currently resides in Pasadena and graduated from Cal State University Fullerton in 2012 with a BFA in Art.


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