Polly joined Schneider Downs Wealth Management in 2019 with more than 14 years of experience in the financial services industry.  As a member of the management team with her previous investment management firm, she assisted with the development and implementation of strategic planning visions. Not only did Polly analyze all technological requirements and align those with the desired outcomes of the firm, but she evaluated workflows and processes to determine the need for efficiency improvements.  While appreciating her time there, Polly is ecstatic to bring her experience, knowledge, and passion for improving efficiencies and processes to her Schneider Downs team coordinating and participating in similar activities.

Polly lives in the east side of Pittsburgh with her husband, children, and grandchildren.  She enjoys visiting the zoo and local museums, travelling, and cruising the Caribbean with family and friends.  Any chance she gets, you will find her kayaking on the Clarion River.

Education

• B.S. in Business Administration, Clarion University of Pennsylvania

“In order to deliver better service our clients and staff, on a daily basis, I strive to improve work flows and operations through efficient systems and simplicity.”

EMAIL: paites@schneiderdowns.com