Jeffrey Schroeder

Managing Director
PFM Asset Management LLC
Contact

222 North LaSalle
Suite 910
Chicago, IL 60601

schroederj@pfm.com
312.523.2423 office

Specialties
Asset Management

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 is a managing director for PFM. He serves governmental entities in the Midwest region from PFM’s Chicago office. In this role, he helps school districts, colleges and universities, municipalities and other public authorities with their investment needs. In addition, he helps ensure 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.

Prior to joining PFM, Jeffrey was a senior vice president for PMA Financial, where he managed significant client relationships, the firm’s investment operations department, the portfolio advisory staff and headed the Credit Committee.

 
Contact

222 North LaSalle
Suite 910
Chicago, IL 60601

schroederj@pfm.com
312.523.2423 office

Specialties
Asset Management

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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