Steven Schindler

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private trust services investment management wealth management accounting services tax compliance estate planning legal consultation financial reporting asset management internal controls tax planning philanthropic operations cleveland financial services trust company family trusts charitable foundations financial advisors certified public accountants chartered financial analysts fiscal accountability non-profit management client service excellence investment strategies portfolio management risk assessment audit defense financial transparency tax audits educational leadership non-profit leadership community engagement cultural philanthropy humanities support non-profit funding jewish community support urban development succession planning business ethics financial policies client education employee career development diversity & inclusion leadership training trust management financial consultants long-term investment strategy client asset safeguarding executive leadership team family relations management financial services compliance financial services law practice legal services professional training & coaching