Michael J. Schroeder, CFP®

Principal, President & Chief Investment Officer

Michael Schroeder is the Chief Investment Officer for Wasmer, Schroeder & Company, Inc. and responsible for overseeing the implementation of investment strategies and portfolio management, research and trading.  Mr. Schroeder has over 32 years of experience in various areas of the investment business including investment banking, institutional sales and trading.  From 1979 until 1989, Mr. Schroeder worked for a leading regional brokerage firm specializing in the underwriting of municipal bonds where he was responsible for syndication and trading as well as institutional sales.  Prior to joining Wasmer, Schroeder & Company, Inc. in 1991, he was Vice President of the Investment Services Division, USF&G Asset Management; a division of Baltimore, MD based USF&G Corporation (now Travelers).

Mr. Schroeder holds a BS in Business from the Carlson School, University of Minnesota and is a licensed Certified Financial Planner.  He is a member of the CFA Society of Naples, the Estate Planning Council of Naples, the National Federation of Municipal Analysts, the Financial Planning Association and a member emeritus of the Board of Trustees of the Community Foundation of Collier County.