Donald C. Schultheis

Independent Branch Leader and Financial Consultant

+1 317-214-6910

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

35 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • Managing Partner, Lantern Road Capital Partners, LLC, 2012-2023
  • Managing Director, Steinberg Asset Management, 2004-2012
  • Managing Director, Credit Suisse Asset Management, 1999-2004
  • Partner, Warburg Pincus Asset Management, 1995-1999
  • Institutional Client Relationship Manager, Strong Capital Management, 1988-1994

Education

  • BS, Finance, Indiana University

Personal interests and affiliations

  • Fishers Rotary Club
  • Holy Spirit at Geist Parish
  • Noblesville Chamber of Commerce

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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