The Rice Partnership expands investment team with Cal Poly Alumni

The Rice Partnership expands investment team with Cal Poly Alumni
 
SAN LUIS OBISPO – The Rice Partnership is pleased to announce the addition of Steve Schoenfeld as a Portfolio Manager and Senior Strategist headquartered at the firm’s San Luis Obispo, California office.
 
“Steve’s market savvy and high-level experience in asset management makes him an ideal fit,” says Principal Bonnie Rice. “We are excited to make the most of his vast experience to analyze and build on portfolio holdings for our growing base of clients.” 
 
Schoenfeld has over 25 years in the financial services industry. Most recently, he was Senior Manager of Institutional Fixed Income at TD Ameritrade where he and his team educated, supported and traded for registered investment advisors and their clients.
 
He also worked at Charles Schwab for more than 15 years in various management and individual contributor roles, including Director of Fixed Income Sales and Regional Bond Specialist. 
 
A Cal Poly graduate, Schoenfeld earned a degree in Business Administration.
 
 
The Rice Partnership LLC is a national financial advisory firm with branches in San Luis Obispo, Paso Robles, Honolulu, and Maui. The firm specializes in customized investment management and estate planning, as well as tax and strategic advisory services for individuals, families and charitable organizations throughout California and Hawaii.