Meet Our Team
As the Founder and Managing Partner of One Wealth Advisors, David sets the strategy, vision, and culture for the firm, leveraging his nearly 30 years in finance and as an entrepreneur. A person of many interests, he manages to balance logic with creativity through his varied unexpected activities. David has worked hard to help build a firm that acts as a true fiduciary for their clients, always placing the interests of those they serve above everything else with the bottom line always being to try to help people lead happier and more peaceful lives.
Jonathan Steele, CFA®
As Chief Investment Officer, Jonathan leads the investment research and portfolio management initiatives at One Wealth Advisors. A Chartered Financial Analyst® and a member of the CFA Institute, he has been dedicated to his career for more than 20 years – in addition to being dedicated to his wife for over 10 years! His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.
Alexander Schmitz, CFP®
As a Managing Partner at One Wealth Advisors, Alex focuses on relationship management and holistic financial planning for clients of the firm. A Certified Financial Planner™ with over a decade of experience in the financial advisory profession, Alex is passionate about translating complex issues into easy-to-understand solutions that help clients to achieve their goals.
David Neeve, CFP®
David has 21 years in wealth management, financial planning and banking experience and is known by his partners, friends, family and clients to be relentlessly empathetic and disciplined. As a Certified Financial Planner™, David’s focus is on working with people to help set and meet their financial life goals while also not being afraid to get into areas of their financial lives that can be emotionally and psychologically challenging.
As Director of Operations, Kevin oversees all aspects of One Wealth Advisors’ day to day activities. Kevin is detailed oriented with an easy-going nature; client focus and satisfaction are the heart of his role. He has over 25 years of experience in the financial services industry in a variety of roles including Margins, Trading and Collateral Management.
Director of Financial Planning
Frank Mannino, CFP®
As Director of Financial Planning at One Wealth Advisors, Frank brings his years of experience in Financial Services as well as his substantial background in Mathematics and Educational Leadership to the firm. Frank works with the other team members in developing the Financial Plans and other analytics that drive most all of the advice and recommendations in our practice.
Karime brings a positive attitude and a unique analytical perspective to the Operations team at One Wealth Advisors. She is passionate about helping clients in any way she can to make their lives easier and more peaceful. Whether this involves financial analysis or providing an impeccable client experience, she strives to deliver the highest quality work possible.
Our newest One Wealth Family member, David brings a positive and enthusiastic energy to the room. He plays a pivotal role in our day-to-day activities in support of our operations team. He’s growing at One Wealth every day, and has high aspirations to serve clients within the One Wealth framework and being involved in community engagement.
Warm and communicative, Eleanor joins One Wealth Advisors from previous experience in hospitality. She brings to the Operations team a love of connecting with people and collaborating with others to tackle challenges. She strives to make clients feel taken care of every step of the way.