Greg Schroeder
Portfolio Manager at Wisco Investments
- Role
- Principal, Portfolio Manager and Chief Compliance Officer at Wisco Investment Management Llc
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Principal, Portfolio Manager and Chief Compliance Officer
Wisco Investment Management Llc
Jul 2008 — Present
Co-founded a Registered Investment Advisor (RIA) with the objective of helping individuals and small businesses make smart decisions with their financial assets. We construct and manage primarily low-cost, diversified ETF strategies for clients using a tactical asset allocation approach. Our primary custodian is Charles Schwab.
Education
University of Wisconsin - Madison
Master's of Science, Business Finance
1992 — 1994
Univeristy of Wisconsin - Madison
BA, Economics with Math Emphasis
1986 — 1990
University of Wisconsin - Madison
Master's of Science, Statistics
1990 — 1993
Skills
- Asset Management
- Equity Valuation
- Financial Modeling
- Equities
- Investment Banking
- Valuation
- Marketing
- Financial Analysis
- Equity Research
- Investments
- Alternative Investments
- Investment Advisory
- Business Development
- Portfolio Management
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