Robert Schaefer Email & Phone Number
Senior Director of Investments @ Fi3 Financial Advisors, LLC
5 free lookup(s).
Robert Schaefer Location
- Carmel, IN, US
Robert Schaefer Work
- 2023 - now Senior Director of Investments @
- 2007 - 2021 Director of Investment Research @ Oxford Financial Group, Ltd
- 1999 - 2006 Sr. Investment Analyst and V.P. @
- 1994 - 1998 Investment Analyst @
- 1992 - 1994 Banking Analyst @
- 1989 - 1992 Portfolio Manager Trainee @
- 1988 - 1989 Fixed Income Credit Analyst @ Unified Management Corporation
Robert Schaefer Education
- Indiana State University - School of Business
Bachelor of Science (B.S.) (Finance)
1984 - 1987
Robert Schaefer Skills
- Manager Selection
- Client Relations
- Investments
- Portfolio Management
- Alternative Investments
- Manager Due Diligence
- Financial Analysis
- Financial Planning
- Tactical Asset Allocation
- Public Speaking
- Client Interfacing
- Market Commentary
- Investment Writing
- Private Equity
- Banking
- Estate Planning
- Hedge Funds
- Fixed Income
- Finance
- Market Research
- CRM
- Due Diligence
- Mutual Funds
- Investment Strategies
- Asset Allocation
- Strategic Financial Planning
Robert Schaefer Summary
- Robert Schaefer, based in Carmel, IN, US, is currently a Senior Director of Investments at Fi3 Financial Advisors, LLC. Robert Schaefer brings experience from previous roles at Oxford Financial Group, Ltd, Oxford Financial Group, Ltd. and Federal Home Loan Bank of Indianapolis. Robert Schaefer holds a 1984 - 1987 Bachelor of Science (B.S.) in Finance @ Indiana State University - School of Business. With a robust skill set that includes Manager Selection, Client Relations, Investments, Portfolio Management, Alternative Investments and more. Robert Schaefer has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Fi3 Financial Advisors, LLC Employees
Lauren Horning
Customer Service Specialist
Indianapolis, IN, US
Nathan Kinney
Director of Investments
Indianapolis, IN, US
Sam Muse
Partner
Indianapolis, IN, US
Alexander Alessia
Associate Financial Planner
Indianapolis, IN, US
Allison Cornacchione
Operations Manager
Indianapolis, IN, US
Dawn Cherry
Director of Client Services
Indianapolis, IN, US
Garrett Kern
Senior Financial Planner
Indianapolis, IN, US
Robert Schaefer
Senior Director of Investments
Carmel, IN, US
Kirstyn Simon
Senior Financial Planner
Indianapolis, IN, US
Matthew J. Simpson, CPA, CFP
Partner
Carmel, IN
Lauren Sanger
Relationship Manager
Westfield, IN, US
Dylan Hamerin
Data Analyst
Indianapolis, IN, US
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