Jeffrey Schroeder

Jeffrey Schroeder is a managing director that leads the 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. He 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, WCTA, WGFOA and is an active presenter and moderator at various industry conferences and events.