Philip is committed to providing his clients what the industry is lacking: a financial professional who can offer a high level of service while still working in their best interest. Establishing a wealth management office allows him to give advice that’s relevant to each individual, rather than a static strategy.
Prior to founding Snyder Asset Management, LLC., Philip worked as a financial advisor for a Fortune 500 company. He assisted clients with their comprehensive financial planning needs, ranging from cash flow analysis to retirement planning, as well as wealth management. He then worked as an investment consultant at a brokerage firm where he focused on recommending investment strategies to help clients pursue their financial goals.
Philip is a graduate of Hofstra University with a Bachelor of Arts in Business Management. He is a Chartered Financial Analyst Charterholder and a member of the Baltimore CFA Society.
Outside of work, Philip enjoys spending time with family, friends and his dogs (he has 4). Watching sports is another pastime of his—he’s a fan of the Ravens, Orioles and Terps. A few years ago, Philip joined a Crossfit Gym, which has been both fun and humbling.
Philip and his wife, Melanie, do their best to experience as many restaurants as possible in the Baltimore scene. Their favorite is the Food Market in Hampden.
CPA Financial Planner
Brody is responsible for acting as the firm’s paraplanner—helping to create highly customized, cash-flow based financial plans. He received a B.S in accounting and a minor in economics with magna cum laude honors from Arcadia University. In addition, he spent a semester abroad in the United Kingdom at The University of Cambridge where he studied finance and European history.
In previous positions, he worked in public accounting. Brody also completed the Certified Public Accountant (CPA) Examinations and the Uniform Investment Advisor Law (Series 65) Exam. He is also a Certified Financial Planner (CFP®) practitioner.
In his spare time Brody enjoys brewing beer at home with a focus on creating clean German-style lagers and hop-forward American ales. He is an avid supporter of Philadelphia's professional sport franchises.
Melissa has over 10 years of experience in
the financial services industry.
Raised in the DC metropolitan area, Melissa attended Virginia Tech (Go Hokies!).
After graduating with a B.S. in Applied Economic Management with a focus in
Financial Planning, from a CFP Board Certified program, she went on to work at
various financial planning firms in DC, New York, and Seattle. She is a Certified Financial Planning certificate
(CFP®) and is a member of the National Association of Personal Financial Advisors
Melissa lives in Seattle with her husband and golden retriever. She is an avid traveler,
loves DIY home projects, discovering new music, and cooking with intentionality.
Snyder Asset Management selected Charles Schwab & Co., Inc. as the custodian for client accounts. Charles Schwab & Co., Inc. offers a wide range of services to support Registered Investment Advisors (RIAs). These services include Custody, Trading, Research, Technology and Education.
Overall, Schwab offers a comprehensive suite of services and support programs to RIAs. These services and support programs provide our clients with the best possible service.
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