Philip Snyder, CFA
Philip Snyder, CFA
Founder
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 is an active volunteer at Baltimore Animal Rescue and Care Shelter (BARCS). He also 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.
Brody Rosenfeld, CPA, CFP®
Brody Rosenfeld
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.
Aaron Taylor
Aaron Taylor
Planning Support
Aaron comes into his role with 8 years of financial industry experience.
Previously he worked in risk management at Benton County Schools Credit Union (Corvallis, Oregon) as a quality assurance analyst for Money Tree Financial Planning Software (also in Corvallis, Oregon). He also serves in a planning support role for TWAMS Outsourced Financial Planning, where he began working with Brody.
He received his Associates Degree in digital media development and design from Lane Community College in Eugene, Oregon.
In his role at Snyder Asset Management, Aaron is responsible for initial data review, data organization, data entry into Microsoft Excel as well as various financial planning softwares. Aaron also assists with engineering Microsoft Excel solutions, preparing PDF reports and assisting with the overall quality control processes as a valued second set of eyes.
Aaron now lives in Missouri with his wife and two kids.
