Jeffrey Schroeder

Managing Director
PFM Asset Management LLC
Contact

190 South LaSalle
Suite 2000
Chicago, IL 60603

schroederj@pfm.com
312.523.2423 office

Specialties
Asset Management

Higher Education, State & Local Governments, K-12 Schools

Education
B.S. in Business Administration
with a concentration in Finance
Valparaiso University

MBA
Northern Illinois University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2007

Started in the Field: 1992

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Jeffrey Schroeder is a managing director for PFM where he leads the Asset Management teams in Illinois and Wisconsin. Jeff also directly serves key governmental clients in the Midwest practice. In this role, he helps school districts, colleges and universities, municipalities, counties and other public authorities with their investment needs. Jeff ensures that the client’s investment objectives and cash flow needs are integrated into the investment strategy developed by the portfolio manager and the Portfolio Strategies Group. Additionally, Jeff is active and has been successful in expanding state investment statutes for the benefit of governmental investors. Jeff is a member of GFOA, ILGFOA, IASBO, ICCCFO, IMTA, WGFOA and is an active presenter and moderator at various industry conferences and events.  

Furthermore, Jeff is on the board of directors of the Intercultural Montessori School of Chicago and serves on its executive and finance committees.

 
Contact

190 South LaSalle
Suite 2000
Chicago, IL 60603

schroederj@pfm.com
312.523.2423 office

Specialties
Asset Management

Higher Education, State & Local Governments, K-12 Schools

Education
B.S. in Business Administration
with a concentration in Finance
Valparaiso University

MBA
Northern Illinois University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFM: 2007

Started in the Field: 1992

Print/Save as PDF

Download Vcard

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